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Ally Invest Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ally Invest 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 		$1.96M Sell
22,749
-1,077
-5% -$90.6K 0.12% 33
2026
Q1 		$1.73M Sell
23,826
-3,474
-13% -$270K 0.12% 33
2025
Q4 		$2.22M Buy
27,300
+324
+1% +$26.3K 0.15% 31
2025
Q3 		$2.16M Buy
26,976
+834
+3% +$63.7K 0.15% 30
2025
Q2 		$1.91M Buy
26,142
+12,714
+95% +$837K 0.15% 30
2025
Q1 		$830K Buy
13,428
+3,192
+31% +$215K 0.07% 37
2024
Q4 		$700K Sell
10,236
-330
-3% -$22.2K 0.06% 40
2024
Q3 		$676K Sell
10,566
-1,206
-10% -$74.8K 0.06% 39
2024
Q2 		$734K Sell
11,772
-60
-0.5% -$3.5K 0.07% 38
2024
Q1 		$679K Buy
11,832
+48
+0.4% +$2.64K 0.07% 38
2023
Q4 		$610K Buy
11,784
+1,032
+10% +$49.8K 0.07% 36
2023
Q3 		$488K Buy
10,752
+294
+3% +$13.9K 0.06% 36
2023
Q2 		$493K Buy
10,458
+1,038
+11% +$45K 0.06% 34
2023
Q1 		$392K Buy
9,420
+1,812
+24% +$70.5K 0.05% 33
2022
Q4 		$270K Buy
+7,608
New +$280K 0.03% 33

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

Ally Invest Advisors's VUG Position: Q2 2026 in Review

Ally Invest Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.5% in Q2 2026, selling an estimated $90.6K and leaving 22,749 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #33.

Ally Invest Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.22M in Q4 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Ally Invest Advisors held 22,749 shares of Vanguard Morningstar Growth ETF worth $1.96M as of Q2 2026.
  • Ally Invest Advisors sold 1,077 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $90.6K.
  • Vanguard Morningstar Growth ETF made up 0.12% of Ally Invest Advisors's portfolio in Q2 2026, its #33 holding.
  • Ally Invest Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Ally Invest Advisors's Vanguard Morningstar Growth ETF position peaked at $2.22M in Q4 2025.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.