AF
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Advisornet Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Advisornet Financial’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 		$34M Buy
395,280
+43,218
+12% +$3.64M 1.56% 8
2026
Q1 		$25.6M Buy
352,062
+53,064
+18% +$4.13M 1.33% 14
2025
Q4 		$24.3M Buy
298,998
+34,398
+13% +$2.79M 1.29% 15
2025
Q3 		$21.2M Buy
264,600
+16,692
+7% +$1.28M 1.2% 17
2025
Q2 		$18.1M Sell
247,908
-38,310
-13% -$2.52M 1.17% 18
2025
Q1 		$17.7M Buy
286,218
+12,912
+5% +$871K 1.31% 15
2024
Q4 		$18.7M Buy
273,306
+31,920
+13% +$2.14M 1.56% 10
2024
Q3 		$15.4M Buy
241,386
+20,304
+9% +$1.26M 1.15% 15
2024
Q2 		$13.8M Buy
221,082
+5,352
+2% +$312K 1.25% 13
2024
Q1 		$12.4M Sell
215,730
-99,330
-32% -$5.46M 1.19% 12
2023
Q4 		$16.3M Buy
315,060
+71,628
+29% +$3.46M 1.51% 8
2023
Q3 		$11M Buy
243,432
+52,170
+27% +$2.46M 1% 21
2023
Q2 		$9.02M Sell
191,262
-2,748
-1% -$119K 0.77% 25
2023
Q1 		$8.07M Sell
194,010
-18,486
-9% -$719K 0.74% 29
2022
Q4 		$7.55M Sell
212,496
-50,004
-19% -$1.84M 0.74% 28
2022
Q3 		$9.36M Sell
262,500
-1,212
-0.5% -$48.7K 0.93% 18
2022
Q2 		$9.8M Sell
263,712
-8,214
-3% -$337K 0.96% 16
2022
Q1 		$13M Buy
271,926
+6,222
+2% +$294K 0.81% 23
2021
Q4 		$14.2M Buy
265,704
+10,014
+4% +$522K 0.88% 16
2021
Q3 		$12.4M Sell
255,690
-19,428
-7% -$967K 0.86% 17
2021
Q2 		$13.2M Buy
275,118
+12,906
+5% +$586K 0.87% 15
2021
Q1 		$11.2M Buy
262,212
+28,446
+12% +$1.22M 0.8% 16
2020
Q4 		$9.87M Buy
233,766
+39,198
+20% +$1.56M 0.8% 20
2020
Q3 		$7.38M Buy
194,568
+8,124
+4% +$300K 0.63% 28
2020
Q2 		$6.28M Sell
186,444
-3,480
-2% -$107K 0.51% 41
2020
Q1 		$4.96M Buy
189,924
+83,118
+78% +$2.49M 0.46% 52
2019
Q4 		$3.24M Sell
106,806
-11,106
-9% -$321K 0.28% 78
2019
Q3 		$3.27M Buy
117,912
+276
+0.2% +$7.66K 0.3% 74
2019
Q2 		$3.2M Sell
117,636
-2,550
-2% -$68.1K 0.35% 63
2019
Q1 		$3.13M Sell
120,186
-3,846
-3% -$94.9K 0.38% 57
2018
Q4 		$2.78M Buy
124,032
+10,416
+9% +$252K 0.38% 54
2018
Q3 		$3.05M Sell
113,616
-576
-0.5% -$15.1K 0.38% 51
2018
Q2 		$2.85M Buy
114,192
+3,804
+3% +$93.3K 0.39% 47
2018
Q1 		$2.61M Sell
110,388
-3,738
-3% -$91.1K 0.36% 56
2017
Q4 		$2.67M Buy
+114,126
New +$2.62M 0.41% 51

Other funds holding VUG

MG
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
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
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

Advisornet Financial's VUG Position: Q2 2026 in Review

Advisornet Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, buying an estimated $3.64M and bringing the position to 395,280 shares worth $34M. The position accounts for 1.56% of the portfolio, ranked #8.

Advisornet Financial first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. 1,523 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Advisornet Financial held 395,280 shares of Vanguard Morningstar Growth ETF worth $34M as of Q2 2026.
  • Advisornet Financial bought 43,218 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.64M.
  • Vanguard Morningstar Growth ETF made up 1.56% of Advisornet Financial's portfolio in Q2 2026, its #8 holding.
  • Advisornet Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.