YIA
VUG icon

YHB Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

YHB Investment Advisors’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 		$894K Sell
10,374
-6
-0.1% -$505 0.06% 184
2026
Q1 		$756K Sell
10,380
-162
-2% -$12.6K 0.05% 185
2025
Q4 		$857K Buy
10,542
+42
+0.4% +$3.41K 0.06% 182
2025
Q3 		$839K Hold
10,500
– – 0.06% 178
2025
Q2 		$767K Sell
10,500
-276
-3% -$18.2K 0.06% 178
2025
Q1 		$666K Buy
10,776
+282
+3% +$19K 0.06% 184
2024
Q4 		$718K Sell
10,494
-1,452
-12% -$97.5K 0.06% 170
2024
Q3 		$764K Buy
11,946
+186
+2% +$11.5K 0.06% 167
2024
Q2 		$733K Buy
11,760
+1,422
+14% +$82.9K 0.06% 166
2024
Q1 		$593K Buy
10,338
+534
+5% +$29.4K 0.05% 182
2023
Q4 		$508K Hold
9,804
– – 0.05% 188
2023
Q3 		$445K Buy
9,804
+180
+2% +$8.5K 0.04% 196
2023
Q2 		$454K Buy
9,624
+180
+2% +$7.81K 0.04% 195
2023
Q1 		$393K Hold
9,444
– – 0.04% 203
2022
Q4 		$335K Buy
9,444
+90
+1% +$3.31K 0.04% 212
2022
Q3 		$334K Hold
9,354
– – 0.04% 215
2022
Q2 		$347K Hold
9,354
– – 0.04% 212
2022
Q1 		$448K Hold
9,354
– – 0.04% 201
2021
Q4 		$500K Hold
9,354
– – 0.04% 212
2021
Q3 		$452K Hold
9,354
– – 0.04% 204
2021
Q2 		$447K Hold
9,354
– – 0.04% 208
2021
Q1 		$431K Sell
9,354
-1,086
-10% -$46.5K 0.04% 209
2020
Q4 		$441K Buy
+10,440
New +$417K 0.04% 203

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
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

YHB Investment Advisors's VUG Position: Q2 2026 in Review

YHB Investment Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.06% in Q2 2026, selling an estimated $505 and leaving 10,374 shares worth $894K. The position accounts for 0.06% of the portfolio, ranked #184.

YHB Investment Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • YHB Investment Advisors held 10,374 shares of Vanguard Growth ETF worth $894K as of Q2 2026.
  • YHB Investment Advisors sold 6 Vanguard Growth ETF shares in Q2 2026, an estimated $505.
  • Vanguard Growth ETF made up 0.06% of YHB Investment Advisors's portfolio in Q2 2026, its #184 holding.
  • YHB Investment Advisors first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.