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

Alpha 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	$360K	Buy	4,183 +1	+0%	+$84	0.09%	63
2026 Q1	$305K	Hold	4,182	–	–	0.09%	49
2025 Q4	$340K	Buy	4,182 +96	+2%	+$7.79K	0.1%	45
2025 Q3	$327K	Buy	4,086 +6	+0.1%	+$458	0.11%	41
2025 Q2	$298K	Buy	+4,080	New	+$269K	0.12%	44

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

Alpha Financial Advisors's VUG Position: Q2 2026 in Review

Alpha Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q2 2026, buying an estimated $84 and bringing the position to 4,183 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #63.

Alpha Financial Advisors first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Alpha Financial Advisors held 4,183 shares of Vanguard Morningstar Growth ETF worth $360K as of Q2 2026.
Alpha Financial Advisors bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.09% of Alpha Financial Advisors's portfolio in Q2 2026, its #63 holding.
Alpha Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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