4Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

4Wealth 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	$875K	Sell	10,311 -69	-0.7%	-$5.81K	0.67%	44
2026 Q1	$727K	Buy	10,380 +174	+2%	+$13.5K	0.62%	50
2025 Q4	$830K	Buy	10,206 +246	+2%	+$20K	0.71%	40
2025 Q3	$796K	Sell	9,960 -312	-3%	-$23.8K	0.71%	40
2025 Q2	$751K	Buy	10,272 +1,212	+13%	+$79.8K	0.76%	37
2025 Q1	$560K	Buy	9,060 +1,236	+16%	+$83.3K	0.61%	57
2024 Q4	$535K	Buy	+7,824	New	+$526K	0.54%	60

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

4Wealth Advisors's VUG Position: Q2 2026 in Review

4Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.66% in Q2 2026, selling an estimated $5.81K and leaving 10,311 shares worth $875K. The position accounts for 0.67% of the portfolio, ranked #44.

4Wealth Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

4Wealth Advisors held 10,311 shares of Vanguard Morningstar Growth ETF worth $875K as of Q2 2026.
4Wealth Advisors sold 69 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.81K.
Vanguard Morningstar Growth ETF made up 0.67% of 4Wealth Advisors's portfolio in Q2 2026, its #44 holding.
4Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.