All Terrain Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

All Terrain Financial 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	$217K	Buy	+2,516	New	+$212K	0.04%	132
2026 Q1	–	Sell	-2,772	Closed	-$225K	–	158
2025 Q4	$225K	Buy	2,772 +78	+3%	+$6.33K	0.05%	117
2025 Q3	$215K	Sell	2,694 -132	-5%	-$10.1K	0.05%	116
2025 Q2	$206K	Buy	+2,826	New	+$186K	0.06%	104
2024 Q4	–	Sell	-3,288	Closed	-$210K	–	105
2024 Q3	$210K	Sell	3,288 -180	-5%	-$11.2K	0.08%	81
2024 Q2	$216K	Buy	+3,468	New	+$202K	0.09%	86

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

All Terrain Financial Advisors's VUG Position: Q2 2026 in Review

All Terrain Financial Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,516 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings. This is a return to the name: All Terrain Financial Advisors previously reported a position in VUG as recently as Q4 2025.

All Terrain Financial Advisors first reported a position in VUG in Q2 2024 and has held it in 6 quarters since. The position peaked at $225K in Q4 2025. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

All Terrain Financial Advisors held 2,516 shares of Vanguard Morningstar Growth ETF worth $217K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new All Terrain Financial Advisors position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.04% of All Terrain Financial Advisors's portfolio in Q2 2026, its #132 holding.
All Terrain Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 6 quarters since.
All Terrain Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $225K in Q4 2025.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.