Y-Intercept (HK)’s Vanguard Growth ETF VUG Stock Holding History

Y-Intercept (HK)’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	$533K	Sell	6,188 -28,024	-82%	-$2.36M	0.01%	1300
2026 Q1	$2.49M	Buy	+34,212	New	+$2.66M	0.05%	614
2025 Q2	–	Sell	-33,024	Closed	-$2.04M	–	2060
2025 Q1	$2.04M	Buy	33,024 +22,956	+228%	+$1.55M	0.14%	187
2024 Q4	$689K	Buy	+10,068	New	+$676K	0.05%	583
2024 Q1	–	Sell	-24,450	Closed	-$1.27M	–	1796
2023 Q4	$1.27M	Buy	+24,450	New	+$1.18M	0.12%	237
2022 Q4	–	Sell	-20,184	Closed	-$720K	–	1389
2022 Q3	$720K	Sell	20,184 -3,900	-16%	-$157K	0.07%	404
2022 Q2	$895K	Buy	+24,084	New	+$989K	0.12%	260
2021 Q4	–	Sell	-19,716	Closed	-$953K	–	910
2021 Q3	$953K	Buy	+19,716	New	+$981K	0.17%	184

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

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Y-Intercept (HK)'s VUG Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Vanguard Growth ETF (VUG) stake by 82% in Q2 2026, selling an estimated $2.36M and leaving 6,188 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #1300.

Y-Intercept (HK) first reported a position in VUG in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.49M in Q1 2026. 954 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Y-Intercept (HK) held 6,188 shares of Vanguard Growth ETF worth $533K as of Q2 2026.
Y-Intercept (HK) sold 28,024 Vanguard Growth ETF shares in Q2 2026, an estimated $2.36M.
Vanguard Growth ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1300 holding.
Y-Intercept (HK) first reported a position in Vanguard Growth ETF in Q3 2021 and has held it in 8 quarters since.
Y-Intercept (HK)'s Vanguard Growth ETF position peaked at $2.49M in Q1 2026.
954 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.