Asset Advisory Group Inc Q2 Activity Analysis: Major Buys in ETFs
This quarter saw Asset Advisory Group Inc significantly increase its holdings of several Vanguard ETFs, particularly VUG which grew by over four times. The firm also added new positions including Netflix and Public Storage while reducing exposure to Berkshire Hathaway.
Asset Advisory Group Inc has released its portfolio activity data for the period ending June 30th, 2026, providing valuable insights into investment patterns across major holdings.
Prominent Purchases This Quarter
The firm demonstrated strong buying momentum during this quarter. The most significant purchase was Vanguard Index Funds (VUG), where the holding increased by a substantial 84,122 shares, representing an astronomical 493.96% increase in position size.
Asset Advisory Group Inc also significantly boosted its Dimensional Fund Trust holdings (DFAC) by 10,206 shares (+10.12%) and added to the PIMCO ETF TR (PYLD), increasing it by 4,038 shares (+4.03%).
Furthermore, the firm initiated several new positions or substantially increased existing ones with other holdings:
- J P Morgan Exchange Traded Fund (JPIE): Increased by 12,031 shares (+8.65%)
- Vanguard STAR Funds (VXUS): Added 6,802 shares (+23.12%)
- Vanguard Scottsdale Fund (VCSH): Increased by 9,280 shares (+6.58%)
- Dimensional ETF Trust (DFAS): Added 8,455 shares (+75.22%)
- Netflix Inc. (NFLX): New position with 100% increase in holdings
- Dimensional ETF Trust (VO): Added a new holding, Vanguard Index Fund (VO), increasing by 302.88%
Limited Activity Elsewhere
While the firm focused on growth areas this quarter, there was relatively muted activity in other sectors.
The only stock position that saw a decrease during the period was Berkshire Hathaway Inc (BRK-B), which experienced an insignificant reduction of 110 shares (-0.47%).
Key Takeaways for Investors
Asset Advisory Group Inc's Q2 activity suggests a continued focus on broad-based ETF holdings and exposure to growth-oriented sectors.
The substantial increase in VUG indicates strong confidence in the Vanguard S&P 500 Growth ETF, which has seen significant inflows this quarter. Similarly, additions to JPIE and PYLD highlight interest in institutional fixed income strategies.
Netflix Inc (NFLX) was added as a new holding with full position increase, suggesting optimism towards streaming services despite recent market volatility.
Sector Focus Remains
The firm's allocation breakdown shows Technology and Financial Services sectors remain significant weightings in the portfolio. Asset Advisory Group Inc appears to favor diversification through ETF vehicles rather than concentrated stock positions outside of its core holdings.