5th Street Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

5th Street 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	–	Sell	-3,876	Closed	-$282K	–	57
2026 Q1	$282K	Hold	3,876	–	–	0.12%	42
2025 Q4	$315K	Buy	+3,876	New	+$315K	0.15%	34
2025 Q2	–	Sell	-3,414	Closed	-$211K	–	48
2025 Q1	$211K	Buy	+3,414	New	+$230K	0.1%	46
2024 Q4	–	Sell	-5,022	Closed	-$321K	–	44
2024 Q3	$321K	Buy	+5,022	New	+$311K	0.16%	31

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

5th Street Advisors's VUG Position: Q2 2026 in Review

5th Street Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 3,876 shares — an estimated $282K sold.

5th Street Advisors first reported a position in VUG in Q3 2024 and held it in 4 quarters. The position peaked at $321K in Q3 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

5th Street Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
5th Street Advisors sold 3,876 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $282K.
5th Street Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and held it in 4 quarters.
5th Street Advisors's Vanguard Morningstar Growth ETF position peaked at $321K in Q3 2024.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on 5th Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.