Advocacy Wealth Management Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Advocacy Wealth Management 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	$756K	Sell	8,777 -10,279	-54%	-$865K	0.03%	115
2026 Q1	$1.39M	Sell	19,056 -66,042	-78%	-$5.14M	0.06%	81
2025 Q4	$6.92M	Buy	85,098 +2,472	+3%	+$201K	0.29%	58
2025 Q3	$6.6M	Buy	82,626 +13,002	+19%	+$994K	0.29%	61
2025 Q2	$5.09M	Hold	69,624	–	–	0.31%	39
2025 Q1	$4.3M	Sell	69,624 -16,398	-19%	-$1.11M	0.29%	39
2024 Q4	$5.88M	Sell	86,022 -852	-1%	-$57.2K	0.45%	28
2024 Q3	$5.56M	Sell	86,874 -402	-0.5%	-$24.9K	0.44%	24
2024 Q2	$5.44M	Sell	87,276 -9,084	-9%	-$530K	0.45%	29
2024 Q1	$5.53M	Buy	96,360 +29,682	+45%	+$1.63M	0.48%	29
2023 Q4	$3.45M	Buy	66,678 +17,148	+35%	+$828K	0.33%	37
2023 Q3	$2.25M	Hold	49,530	–	–	0.25%	24
2023 Q2	$2.34M	Buy	+49,530	New	+$2.15M	0.27%	23
2016 Q3	–	Sell	-12,000	Closed	-$214K	–	396
2016 Q2	$214K	Hold	12,000	–	–	0.11%	66
2016 Q1	$213K	Sell	12,000 -15,180	-56%	-$254K	0.15%	83
2015 Q4	$482K	Buy	+27,180	New	+$487K	0.55%	50
2013 Q3	$718K	Buy	50,910 +39,630	+351%	+$546K	1.96%	9
2013 Q2	$147K	Buy	+11,280	New	+$149K	0.59%	54

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

Advocacy Wealth Management Services's VUG Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 54% in Q2 2026, selling an estimated $865K and leaving 8,777 shares worth $756K. The position accounts for 0.03% of the portfolio, ranked #115.

Advocacy Wealth Management Services first reported a position in VUG in Q2 2013 and has held it in 18 quarters since. The position peaked at $6.92M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Advocacy Wealth Management Services held 8,777 shares of Vanguard Morningstar Growth ETF worth $756K as of Q2 2026.
Advocacy Wealth Management Services sold 10,279 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $865K.
Vanguard Morningstar Growth ETF made up 0.03% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #115 holding.
Advocacy Wealth Management Services first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 18 quarters since.
Advocacy Wealth Management Services's Vanguard Morningstar Growth ETF position peaked at $6.92M in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.