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AIMZ Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

AIMZ Investment Advisors’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 		$1.06M Buy
12,251
+23
+0.2% +$1.94K 0.29% 75
2026
Q1 		$890K Sell
12,228
-306
-2% -$23.8K 0.28% 74
2025
Q4 		$1.02M Sell
12,534
-534
-4% -$43.3K 0.29% 75
2025
Q3 		$1.04M Buy
13,068
+6,612
+102% +$505K 0.33% 71
2025
Q2 		$472K Sell
6,456
-390
-6% -$25.7K 0.16% 92
2025
Q1 		$423K Hold
6,846
– – 0.15% 94
2024
Q4 		$468K Buy
6,846
+1,212
+22% +$81.4K 0.16% 90
2024
Q3 		$360K Sell
5,634
-30
-0.5% -$1.86K 0.12% 98
2024
Q2 		$353K Buy
5,664
+606
+12% +$35.3K 0.13% 96
2024
Q1 		$290K Hold
5,058
– – 0.11% 101
2023
Q4 		$262K Buy
5,058
+6
+0.1% +$290 0.11% 104
2023
Q3 		$229K Buy
5,052
+540
+12% +$25.5K 0.1% 107
2023
Q2 		$213K Buy
+4,512
New +$196K 0.09% 108
2022
Q1 		– Sell
-3,984
Closed -$213K – 119
2021
Q4 		$213K Buy
+3,984
New +$208K 0.08% 112
2020
Q1 		– Sell
-17,412
Closed -$529K – 98
2019
Q4 		$529K Buy
17,412
+2,166
+14% +$62.5K 0.34% 71
2019
Q3 		$423K Sell
15,246
-294
-2% -$8.16K 0.29% 73
2019
Q2 		$423K Buy
15,540
+6
+0% +$160 0.29% 73
2019
Q1 		$405K Hold
15,534
– – 0.28% 74
2018
Q4 		$348K Sell
15,534
-588
-4% -$14.2K 0.27% 76
2018
Q3 		$433K Buy
16,122
+2,100
+15% +$54.9K 0.28% 74
2018
Q2 		$350K Sell
14,022
-1,794
-11% -$44K 0.25% 80
2018
Q1 		$374K Buy
+15,816
New +$386K 0.27% 77

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

AIMZ Investment Advisors's VUG Position: Q2 2026 in Review

AIMZ Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.19% in Q2 2026, buying an estimated $1.94K and bringing the position to 12,251 shares worth $1.06M. The position accounts for 0.29% of the portfolio, ranked #75.

AIMZ Investment Advisors first reported a position in VUG in Q1 2018 and has held it in 22 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • AIMZ Investment Advisors held 12,251 shares of Vanguard Morningstar Growth ETF worth $1.06M as of Q2 2026.
  • AIMZ Investment Advisors bought 23 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.94K.
  • Vanguard Morningstar Growth ETF made up 0.29% of AIMZ Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • AIMZ Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2018 and has held it in 22 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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