WEG
VUG icon

World Equity Group’s Vanguard Growth ETF VUG Stock Holding History

World Equity Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88M Sell
21,822
-4,536
-17% -$382K 0.42% 49
2026
Q1 		$1.92M Sell
26,358
-3,576
-12% -$278K 0.5% 37
2025
Q4 		$2.43M Buy
29,934
+1,494
+5% +$121K 0.68% 29
2025
Q3 		$2.27M Sell
28,440
-1,140
-4% -$87.1K 0.52% 37
2025
Q2 		$2.16M Buy
29,580
+84
+0.3% +$5.53K 0.59% 34
2025
Q1 		$1.82M Sell
29,496
-27,120
-48% -$1.83M 0.52% 42
2024
Q4 		$3.87M Buy
56,616
+45,450
+407% +$3.05M 0.83% 29
2024
Q3 		$715K Buy
11,166
+864
+8% +$53.6K 0.26% 90
2024
Q2 		$642K Sell
10,302
-11,634
-53% -$678K 0.19% 137
2024
Q1 		$1.26M Buy
21,936
+1,764
+9% +$97K 0.26% 98
2023
Q4 		$1.05M Sell
20,172
-600
-3% -$29K 0.21% 109
2023
Q3 		$943K Buy
20,772
+9,462
+84% +$447K 0.2% 119
2023
Q2 		$533K Sell
11,310
-2,105,934
-99% -$91.3M 0.16% 170
2023
Q1 		$9.5M Buy
2,117,244
+1,977,300
+1,413% +$76.9M 1.42% 10
2022
Q4 		$4.97M Sell
139,944
-780
-0.6% -$28.7K 1.18% 16
2022
Q3 		$5.02M Buy
140,724
+3,240
+2% +$130K 1.27% 13
2022
Q2 		$5.11M Buy
137,484
+6,168
+5% +$253K 1.28% 10
2022
Q1 		$6.29M Buy
+131,316
New +$6.21M 1.36% 8

Other funds holding VUG

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

World Equity Group's VUG Position: Q2 2026 in Review

World Equity Group reduced its Vanguard Growth ETF (VUG) stake by 17% in Q2 2026, selling an estimated $382K and leaving 21,822 shares worth $1.88M. The position accounts for 0.42% of the portfolio, ranked #49.

World Equity Group first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.5M in Q1 2023. 717 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • World Equity Group held 21,822 shares of Vanguard Growth ETF worth $1.88M as of Q2 2026.
  • World Equity Group sold 4,536 Vanguard Growth ETF shares in Q2 2026, an estimated $382K.
  • Vanguard Growth ETF made up 0.42% of World Equity Group's portfolio in Q2 2026, its #49 holding.
  • World Equity Group first reported a position in Vanguard Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Vanguard Growth ETF position peaked at $9.5M in Q1 2023.
  • 717 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.