Advisory Advocates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Advisory Advocates’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	$641K	Buy	7,440 +1,926	+35%	+$162K	0.55%	56
2026 Q1	$401K	Buy	5,514 +2,166	+65%	+$169K	0.41%	91
2025 Q4	$272K	Buy	+3,348	New	+$272K	0.27%	126

Other funds holding VUG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisory Advocates's VUG Position: Q2 2026 in Review

Advisory Advocates increased its Vanguard Morningstar Growth ETF (VUG) stake by 35% in Q2 2026, buying an estimated $162K and bringing the position to 7,440 shares worth $641K. The position accounts for 0.55% of the portfolio, ranked #56.

Advisory Advocates first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,797 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Advisory Advocates held 7,440 shares of Vanguard Morningstar Growth ETF worth $641K as of Q2 2026.
Advisory Advocates bought 1,926 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $162K.
Vanguard Morningstar Growth ETF made up 0.55% of Advisory Advocates's portfolio in Q2 2026, its #56 holding.
Advisory Advocates first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.