Aire Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Aire 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	$38.5M	Buy	447,120 +666	+0.1%	+$56K	6.27%	2
2026 Q1	$32.5M	Buy	446,454 +5,334	+1%	+$415K	5.95%	2
2025 Q4	$35.9M	Sell	441,120 -5,508	-1%	-$447K	6.56%	2
2025 Q3	$35.7M	Sell	446,628 -912	-0.2%	-$69.7K	6.48%	2
2025 Q2	$32.7M	Sell	447,540 -5,892	-1%	-$388K	6.33%	2
2025 Q1	$28M	Sell	453,432 -11,622	-2%	-$784K	5.9%	2
2024 Q4	$31.8M	Sell	465,054 -1,122	-0.2%	-$75.4K	6.55%	2
2024 Q3	$29.8M	Sell	466,176 -12,018	-3%	-$745K	6.6%	2
2024 Q2	$29.8M	Sell	478,194 -1,194	-0.2%	-$69.6K	6.79%	2
2024 Q1	$27.5M	Sell	479,388 -8,154	-2%	-$448K	6.21%	2
2023 Q4	$25.3M	Sell	487,542 -10,890	-2%	-$526K	6.27%	1
2023 Q3	$22.6M	Sell	498,432 -5,652	-1%	-$267K	6.06%	1
2023 Q2	$23.8M	Sell	504,084 -8,712	-2%	-$378K	6.25%	1
2023 Q1	$21.3M	Buy	512,796 +10,608	+2%	+$413K	5.96%	1
2022 Q4	$17.8M	Buy	502,188 +49,164	+11%	+$1.81M	5.44%	2
2022 Q3	$16.2M	Buy	453,024 +24,036	+6%	+$966K	5.57%	2
2022 Q2	$15.9M	Buy	428,988 +44,112	+11%	+$1.81M	5.68%	2
2022 Q1	$18.4M	Buy	384,876 +16,152	+4%	+$764K	6.57%	2
2021 Q4	$19.7M	Buy	+368,724	New	+$19.2M	8.53%	1

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

Aire Advisors's VUG Position: Q2 2026 in Review

Aire Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.15% in Q2 2026, buying an estimated $56K and bringing the position to 447,120 shares worth $38.5M. The position accounts for 6.27% of the portfolio, ranked #2.

Aire Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Aire Advisors held 447,120 shares of Vanguard Morningstar Growth ETF worth $38.5M as of Q2 2026.
Aire Advisors bought 666 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $56K.
Vanguard Morningstar Growth ETF made up 6.27% of Aire Advisors's portfolio in Q2 2026, its #2 holding.
Aire Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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