XY Planning Network’s Vanguard Growth ETF VUG Stock Holding History

XY Planning Network’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	$15.4M	Buy	178,651 +75,427	+73%	+$6.35M	1.93%	7
2026 Q1	$7.6M	Buy	103,224 +17,148	+20%	+$1.33M	1.21%	20
2025 Q4	$7M	Buy	86,076 +13,608	+19%	+$1.1M	1.22%	19
2025 Q3	$5.29M	Hold	72,468	–	–	1.8%	11
2025 Q2	$5.29M	Buy	72,468 +11,676	+19%	+$769K	1.8%	11
2025 Q1	$3.76M	Sell	60,792 -3,516	-5%	-$237K	2.51%	11
2024 Q4	$4.4M	Buy	+64,308	New	+$4.32M	3.3%	7

Other funds holding VUG

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

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 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

XY Planning Network's VUG Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Growth ETF (VUG) stake by 73% in Q2 2026, buying an estimated $6.35M and bringing the position to 178,651 shares worth $15.4M. The position accounts for 1.93% of the portfolio, ranked #7.

XY Planning Network first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

XY Planning Network held 178,651 shares of Vanguard Growth ETF worth $15.4M as of Q2 2026.
XY Planning Network bought 75,427 Vanguard Growth ETF shares in Q2 2026, an estimated $6.35M.
Vanguard Growth ETF made up 1.93% of XY Planning Network's portfolio in Q2 2026, its #7 holding.
XY Planning Network first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.