Acorn Financial Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Acorn Financial Advisory Services’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	$5.72M	Sell	66,457 -1,979	-3%	-$167K	0.76%	28
2026 Q1	$4.98M	Sell	68,436 -244,830	-78%	-$19M	0.68%	24
2025 Q4	$25.5M	Sell	313,266 -22,344	-7%	-$1.81M	3.76%	12
2025 Q3	$26.8M	Sell	335,610 -14,904	-4%	-$1.14M	4.12%	9
2025 Q2	$25.6M	Sell	350,514 -48,402	-12%	-$3.19M	4.2%	8
2025 Q1	$24.7M	Sell	398,916 -200,784	-33%	-$13.5M	4.46%	7
2024 Q4	$41M	Sell	599,700 -12,102	-2%	-$813K	6.76%	3
2024 Q3	$39.1M	Sell	611,802 -9,648	-2%	-$598K	6.93%	4
2024 Q2	$38.7M	Sell	621,450 -13,560	-2%	-$791K	7.23%	3
2024 Q1	$36.4M	Sell	635,010 -133,608	-17%	-$7.35M	6.88%	3
2023 Q4	$39.8M	Sell	768,618 -44,286	-5%	-$2.14M	6.96%	2
2023 Q3	$36.9M	Sell	812,904 -372	-0%	-$17.6K	6.59%	3
2023 Q2	$38.4M	Buy	813,276 +8,112	+1%	+$352K	6.81%	3
2023 Q1	$33.5M	Buy	805,164 +4,410	+0.6%	+$172K	6.51%	5
2022 Q4	$28.4M	Buy	800,754 +53,490	+7%	+$1.97M	6.04%	5
2022 Q3	$26.6M	Buy	747,264 +39,474	+6%	+$1.59M	6.36%	5
2022 Q2	$26.3M	Buy	707,790 +34,206	+5%	+$1.41M	6.26%	5
2022 Q1	$32.3M	Buy	673,584 +21,762	+3%	+$1.03M	6.47%	5
2021 Q4	$34.9M	Buy	651,822 +500,430	+331%	+$26.1M	6.98%	4
2021 Q3	$7.32M	Buy	151,392 +10,008	+7%	+$498K	2.27%	9
2021 Q2	$6.76M	Buy	141,384 +55,944	+65%	+$2.54M	1.99%	9
2021 Q1	$3.67M	Sell	85,440 -14,928	-15%	-$639K	1.34%	14
2020 Q4	$4.24M	Buy	100,368 +21,660	+28%	+$865K	1.66%	9
2020 Q3	$2.99M	Buy	78,708 +45,396	+136%	+$1.68M	1.56%	10
2020 Q2	$1.12M	Buy	33,312 +18,732	+128%	+$576K	0.78%	35
2020 Q1	$381K	Buy	14,580 +2,124	+17%	+$63.6K	0.38%	97
2019 Q4	$378K	Buy	+12,456	New	+$360K	0.32%	109

Other funds holding VUG

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DADC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Acorn Financial Advisory Services's VUG Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, selling an estimated $167K and leaving 66,457 shares worth $5.72M. The position accounts for 0.76% of the portfolio, ranked #28.

Acorn Financial Advisory Services first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $41M in Q4 2024. 2,038 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Acorn Financial Advisory Services held 66,457 shares of Vanguard Morningstar Growth ETF worth $5.72M as of Q2 2026.
Acorn Financial Advisory Services sold 1,979 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $167K.
Vanguard Morningstar Growth ETF made up 0.76% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #28 holding.
Acorn Financial Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's Vanguard Morningstar Growth ETF position peaked at $41M in Q4 2024.
2,038 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.