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Allegheny Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Allegheny Financial Group’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 		$4.46M Buy
51,725
+3,785
+8% +$318K 0.47% 37
2026
Q1 		$3.49M Buy
47,940
+1,944
+4% +$151K 0.47% 34
2025
Q4 		$3.74M Buy
45,996
+12,936
+39% +$1.05M 0.55% 32
2025
Q3 		$2.64M Buy
33,060
+6,840
+26% +$523K 0.49% 37
2025
Q2 		$1.92M Buy
26,220
+2,892
+12% +$190K 0.43% 48
2025
Q1 		$1.44M Sell
23,328
-2,640
-10% -$178K 0.37% 53
2024
Q4 		$1.78M Buy
25,968
+2,172
+9% +$146K 0.46% 44
2024
Q3 		$1.52M Buy
23,796
+1,932
+9% +$120K 0.38% 48
2024
Q2 		$1.36M Buy
21,864
+2,052
+10% +$120K 0.39% 46
2024
Q1 		$1.14M Sell
19,812
-3,552
-15% -$195K 0.35% 56
2023
Q4 		$1.21M Buy
23,364
+930
+4% +$44.9K 0.39% 46
2023
Q3 		$1.02M Buy
22,434
+5,538
+33% +$262K 0.38% 50
2023
Q2 		$797K Sell
16,896
-8,850
-34% -$384K 0.38% 50
2023
Q1 		$1.07M Buy
25,746
+666
+3% +$25.9K 0.43% 45
2022
Q4 		$891K Buy
25,080
+11,058
+79% +$407K 0.37% 55
2022
Q3 		$500K Buy
14,022
+2,190
+19% +$88K 0.24% 80
2022
Q2 		$440K Buy
11,832
+3,786
+47% +$156K 0.21% 85
2022
Q1 		$386K Buy
8,046
+6
+0.1% +$284 0.16% 98
2021
Q4 		$430K Buy
8,040
+12
+0.1% +$625 0.17% 87
2021
Q3 		$388K Sell
8,028
-1,098
-12% -$54.6K 0.18% 85
2021
Q2 		$436K Buy
+9,126
New +$414K 0.2% 81
2021
Q1 		– Sell
-10,182
Closed -$430K – 135
2020
Q4 		$430K Buy
+10,182
New +$406K 0.23% 66

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 22.9% 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

Allegheny Financial Group's VUG Position: Q2 2026 in Review

Allegheny Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.9% in Q2 2026, buying an estimated $318K and bringing the position to 51,725 shares worth $4.46M. The position accounts for 0.47% of the portfolio, ranked #37.

Allegheny Financial Group first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Allegheny Financial Group held 51,725 shares of Vanguard Morningstar Growth ETF worth $4.46M as of Q2 2026.
  • Allegheny Financial Group bought 3,785 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $318K.
  • Vanguard Morningstar Growth ETF made up 0.47% of Allegheny Financial Group's portfolio in Q2 2026, its #37 holding.
  • Allegheny Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.