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

Acorn 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	$3.45M	Buy	40,097 +16,643	+71%	+$1.4M	0.84%	29
2026 Q1	$1.71M	Sell	23,454 -438	-2%	-$34.1K	0.5%	52
2025 Q4	$1.94M	Buy	23,892 +384	+2%	+$31.2K	0.58%	45
2025 Q3	$1.88M	Sell	23,508 -924	-4%	-$70.6K	0.59%	43
2025 Q2	$1.79M	Buy	24,432 +18,066	+284%	+$1.19M	0.66%	33
2025 Q1	$393K	Sell	6,366 -42	-0.7%	-$2.83K	0.16%	129
2024 Q4	$438K	Buy	6,408 +204	+3%	+$13.7K	0.18%	119
2024 Q3	$397K	Sell	6,204 -768	-11%	-$47.6K	0.17%	121
2024 Q2	$435K	Buy	6,972 +2,238	+47%	+$131K	0.21%	99
2024 Q1	$272K	Hold	4,734	–	–	0.14%	158
2023 Q4	$245K	Buy	4,734 +12	+0.3%	+$579	0.15%	159
2023 Q3	$214K	Sell	4,722 -816	-15%	-$38.5K	0.14%	168
2023 Q2	$261K	Buy	5,538 +222	+4%	+$9.63K	0.18%	137
2023 Q1	$221K	Buy	+5,316	New	+$207K	0.16%	150
2022 Q2	–	Sell	-5,178	Closed	-$248K	–	182
2022 Q1	$248K	Sell	5,178 -678	-12%	-$32.1K	0.17%	148
2021 Q4	$313K	Sell	5,856 -264	-4%	-$13.8K	0.2%	126
2021 Q3	$296K	Buy	6,120 +6	+0.1%	+$299	0.21%	120
2021 Q2	$292K	Buy	6,114 +6	+0.1%	+$272	0.2%	124
2021 Q1	$262K	Buy	6,108 +6	+0.1%	+$257	0.19%	127
2020 Q4	$258K	Buy	+6,102	New	+$244K	0.2%	122
2018 Q3	–	Sell	-666	Closed	-$17K	–	442
2018 Q2	$17K	Hold	666	–	–	0.01%	426
2018 Q1	$16K	Hold	666	–	–	0.01%	430
2017 Q4	$16K	Buy	+666	New	+$15.3K	0.01%	416

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

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

Acorn Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 71% in Q2 2026, buying an estimated $1.4M and bringing the position to 40,097 shares worth $3.45M. The position accounts for 0.84% of the portfolio, ranked #29.

Acorn Wealth Advisors first reported a position in VUG in Q4 2017 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Acorn Wealth Advisors held 40,097 shares of Vanguard Morningstar Growth ETF worth $3.45M as of Q2 2026.
Acorn Wealth Advisors bought 16,643 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.4M.
Vanguard Morningstar Growth ETF made up 0.84% of Acorn Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Acorn Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 23 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.