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

Aaron Wealth 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	$4.4M	Sell	51,102 -1,530	-3%	-$129K	0.22%	55
2026 Q1	$3.83M	Sell	52,632 -678	-1%	-$52.7K	0.22%	55
2025 Q4	$4.33M	Sell	53,310 -18	-0%	-$1.46K	0.24%	49
2025 Q3	$4.26M	Hold	53,328	–	–	0.25%	47
2025 Q2	$3.9M	Hold	53,328	–	–	0.4%	38
2025 Q1	$3.3M	Sell	53,328 -96	-0.2%	-$6.47K	0.38%	39
2024 Q4	$3.65M	Sell	53,424 -168	-0.3%	-$11.3K	0.42%	37
2024 Q3	$3.43M	Sell	53,592 -342	-0.6%	-$21.2K	0.41%	35
2024 Q2	$3.36M	Buy	53,934 +6,780	+14%	+$395K	0.47%	33
2024 Q1	$2.7M	Sell	47,154 -2,178	-4%	-$120K	0.39%	39
2023 Q4	$2.56M	Sell	49,332 -27,696	-36%	-$1.34M	0.42%	33
2023 Q3	$3.5M	Buy	+77,028	New	+$3.64M	0.45%	37
2022 Q2	–	Sell	-13,692	Closed	-$656K	–	838
2022 Q1	$656K	Buy	+13,692	New	+$648K	0.15%	85

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

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

Aaron Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, selling an estimated $129K and leaving 51,102 shares worth $4.4M. The position accounts for 0.22% of the portfolio, ranked #55.

Aaron Wealth Advisors first reported a position in VUG in Q1 2022 and has held it in 13 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Aaron Wealth Advisors held 51,102 shares of Vanguard Morningstar Growth ETF worth $4.4M as of Q2 2026.
Aaron Wealth Advisors sold 1,530 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $129K.
Vanguard Morningstar Growth ETF made up 0.22% of Aaron Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Aaron Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 13 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.