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Planning Strategies Inc.’s Vanguard Growth ETF VUG Stock Holding History

Planning Strategies Inc.’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 		$1.03K Buy
+12
New +$1.01K ﹤0.01% 739

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Planning Strategies Inc.'s VUG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 12 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings.

1,368 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Planning Strategies Inc. held 12 shares of Vanguard Growth ETF worth $1.03K as of Q2 2026.
  • Vanguard Growth ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Vanguard Growth ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #739 holding.
  • 1,368 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.