Advus Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Advus Financial Partners’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	$215K	Buy	+2,500	New	+$210K	0.05%	248
2026 Q1	–	Sell	-2,514	Closed	-$204K	–	262
2025 Q4	$204K	Sell	2,514 -48	-2%	-$3.9K	0.05%	238
2025 Q3	$205K	Sell	2,562 -504	-16%	-$38.5K	0.05%	251
2025 Q2	$224K	Sell	3,066 -270	-8%	-$17.8K	0.06%	229
2025 Q1	$206K	Sell	3,336 -24	-0.7%	-$1.62K	0.06%	226
2024 Q4	$230K	Sell	3,360 -60	-2%	-$4.03K	0.06%	208
2024 Q3	$219K	Buy	3,420 +78	+2%	+$4.83K	0.06%	208
2024 Q2	$208K	Sell	3,342 -978	-23%	-$57K	0.06%	200
2024 Q1	$248K	Buy	4,320 +444	+11%	+$24.4K	0.08%	170
2023 Q4	$201K	Buy	+3,876	New	+$187K	0.07%	181
2022 Q2	–	Sell	-6,660	Closed	-$319K	–	143
2022 Q1	$319K	Buy	+6,660	New	+$315K	0.16%	84
2021 Q3	$345K	Buy	+6,456	New	+$321K	0.19%	62

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

Advus Financial Partners's VUG Position: Q2 2026 in Review

Advus Financial Partners opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,500 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #248 among its holdings. This is a return to the name: Advus Financial Partners previously reported a position in VUG as recently as Q4 2025.

Advus Financial Partners first reported a position in VUG in Q3 2021 and has held it in 12 quarters since. The position peaked at $345K in Q3 2021. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Advus Financial Partners held 2,500 shares of Vanguard Morningstar Growth ETF worth $215K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Advus Financial Partners position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.05% of Advus Financial Partners's portfolio in Q2 2026, its #248 holding.
Advus Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 12 quarters since.
Advus Financial Partners's Vanguard Morningstar Growth ETF position peaked at $345K in Q3 2021.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.