Accelerate Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Accelerate Investment 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	$342K	Buy	3,970 +112	+3%	+$9.42K	0.2%	83
2026 Q1	$281K	Hold	3,858	–	–	0.19%	91
2025 Q4	$314K	Buy	3,858 +174	+5%	+$14.1K	0.21%	72
2025 Q3	$294K	Buy	3,684 +276	+8%	+$21.1K	0.2%	81
2025 Q2	$249K	Sell	3,408 -24	-0.7%	-$1.58K	0.19%	94
2025 Q1	$212K	Sell	3,432 -3,366	-50%	-$227K	0.18%	106
2024 Q4	$465K	Hold	6,798	–	–	0.41%	46
2024 Q3	$435K	Buy	+6,798	New	+$421K	0.42%	45

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

Accelerate Investment Advisors's VUG Position: Q2 2026 in Review

Accelerate Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, buying an estimated $9.42K and bringing the position to 3,970 shares worth $342K. The position accounts for 0.2% of the portfolio, ranked #83.

Accelerate Investment Advisors first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $465K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Accelerate Investment Advisors held 3,970 shares of Vanguard Morningstar Growth ETF worth $342K as of Q2 2026.
Accelerate Investment Advisors bought 112 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.42K.
Vanguard Morningstar Growth ETF made up 0.2% of Accelerate Investment Advisors's portfolio in Q2 2026, its #83 holding.
Accelerate Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
Accelerate Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $465K in Q4 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.