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Advyzon Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Advyzon Investment Management’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 		$1.25M Buy
14,484
+4,074
+39% +$343K 0.09% 216
2026
Q1 		$758K Sell
10,410
-1,122
-10% -$87.3K 0.07% 281
2025
Q4 		$938K Buy
11,532
+4,944
+75% +$401K 0.11% 192
2025
Q3 		$526K Buy
6,588
+3,606
+121% +$276K 0.09% 217
2025
Q2 		$218K Sell
2,982
-180
-6% -$11.9K 0.05% 346
2025
Q1 		$196K Sell
3,162
-5,040
-61% -$340K 0.07% 263
2024
Q4 		$561K Buy
+8,202
New +$551K 0.22% 89

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Advyzon Investment Management's VUG Position: Q2 2026 in Review

Advyzon Investment Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 39% in Q2 2026, buying an estimated $343K and bringing the position to 14,484 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #216.

Advyzon Investment Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Advyzon Investment Management held 14,484 shares of Vanguard Morningstar Growth ETF worth $1.25M as of Q2 2026.
  • Advyzon Investment Management bought 4,074 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $343K.
  • Vanguard Morningstar Growth ETF made up 0.09% of Advyzon Investment Management's portfolio in Q2 2026, its #216 holding.
  • Advyzon Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.