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

Adapt 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	$381K	Buy	4,429 +1	+0%	+$84	0.12%	63
2026 Q1	$322K	Sell	4,428 -30	-0.7%	-$2.33K	0.12%	79
2025 Q4	$362K	Buy	4,458 +300	+7%	+$24.3K	0.12%	73
2025 Q3	$332K	Sell	4,158 -648	-13%	-$49.5K	0.12%	78
2025 Q2	$351K	Hold	4,806	–	–	0.16%	48
2025 Q1	$297K	Hold	4,806	–	–	0.14%	48
2024 Q4	$329K	Hold	4,806	–	–	0.16%	56
2024 Q3	$308K	Sell	4,806 -24	-0.5%	-$1.49K	0.16%	54
2024 Q2	$301K	Hold	4,830	–	–	0.19%	53
2024 Q1	$277K	Buy	+4,830	New	+$266K	0.2%	44

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

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

Adapt Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q2 2026, buying an estimated $84 and bringing the position to 4,429 shares worth $381K. The position accounts for 0.12% of the portfolio, ranked #63.

Adapt Wealth Advisors first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Adapt Wealth Advisors held 4,429 shares of Vanguard Morningstar Growth ETF worth $381K as of Q2 2026.
Adapt Wealth Advisors bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.12% of Adapt Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Adapt Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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