Accredited Investors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Accredited Investors’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	$1.02M	Buy	11,886 +1,650	+16%	+$139K	0.04%	116
2026 Q1	$745K	Buy	10,236 +1,218	+14%	+$94.8K	0.04%	130
2025 Q4	$733K	Hold	9,018	–	–	0.04%	131
2025 Q3	$721K	Hold	9,018	–	–	0.04%	119
2025 Q2	$659K	Sell	9,018 -318	-3%	-$20.9K	0.04%	121
2025 Q1	$577K	Buy	9,336 +330	+4%	+$22.3K	0.04%	120
2024 Q4	$616K	Sell	9,006 -858	-9%	-$57.6K	0.04%	117
2024 Q3	$631K	Hold	9,864	–	–	0.04%	115
2024 Q2	$615K	Buy	+9,864	New	+$575K	0.04%	111

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

Accredited Investors's VUG Position: Q2 2026 in Review

Accredited Investors increased its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, buying an estimated $139K and bringing the position to 11,886 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #116.

Accredited Investors first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Accredited Investors held 11,886 shares of Vanguard Morningstar Growth ETF worth $1.02M as of Q2 2026.
Accredited Investors bought 1,650 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $139K.
Vanguard Morningstar Growth ETF made up 0.04% of Accredited Investors's portfolio in Q2 2026, its #116 holding.
Accredited Investors first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.