Wilson & Boucher Capital Management Q2 Portfolio Changes: Focus on Growth ETFs
Wilson & Boucher Capital Management significantly increased positions in growth-oriented Vanguard and Schwab ETFs during Q2 2026, while reducing exposure to some individual stocks.
As of June 30th, 2026, Wilson & Boucher Capital Management has made several notable adjustments to its portfolio. The firm appears focused on growth-oriented investments given the significant increases in certain Vanguard and Schwab ETFs.
The most substantial change during this quarter was a massive increase of over 300% in Vanguard Mid Cap Index ETF (VO). This significant position growth suggests confidence in mid-cap performance or strategic portfolio rebalancing. Another major addition was the Vanguard Index Growth ETF (VUG), which saw a nearly 500% increase, indicating strong interest in growth stocks.
In addition to expanding existing positions, Wilson & Boucher Capital Management also initiated new holdings. The firm added Vanguard Information Technology ETF (VGT) and Schwab US Dividend Equity ETF (SCHD), both representing new positions in the portfolio. Furthermore, they increased shares of iShares Russell 1000 Growth ETF (IWF) by a factor of three.
The firm also appears to have trimmed some holdings during the quarter. The broad-market ETF Schwab U.S. Broad Market ETF (SCHB) saw a reduction of about 2.4% in its position, while Vanguard Total Stock Market ETF (VTI) experienced a slight decrease.
Wilson & Boucher Capital Management's portfolio includes several other significant positions such as Honeywell International (HON), Applied Materials (AMAT), and Intel (INTC). While the data provided doesn't show changes for these specific stocks, it does highlight notable shifts in ETF holdings.
Overall, Wilson & Boucher Capital Management's Q2 adjustments reflect a strategic focus on growth-oriented vehicles like VO and VUG. The firm also added new positions with SCHD and VGT while making minor reductions elsewhere. For more detailed information about their investment strategy or to view the complete portfolio data, please visit Wilson & Boucher Capital Management.