AWA
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Alta Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Alta Wealth 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 		$2.3M Sell
26,676
-174
-0.6% -$14.6K 0.62% 37
2026
Q1 		$1.95M Buy
26,850
+1,542
+6% +$120K 0.63% 35
2025
Q4 		$2.06M Sell
25,308
-474
-2% -$38.5K 0.69% 32
2025
Q3 		$2.06M Sell
25,782
-138
-0.5% -$10.5K 0.74% 29
2025
Q2 		$1.89M Buy
25,920
+1,326
+5% +$87.3K 0.89% 23
2025
Q1 		$1.52M Hold
24,594
– – 0.7% 32
2024
Q4 		$1.68M Hold
24,594
– – 0.74% 32
2024
Q3 		$1.57M Buy
24,594
+1,374
+6% +$85.2K 0.72% 33
2024
Q2 		$1.45M Sell
23,220
-2,160
-9% -$126K 0.72% 34
2024
Q1 		$1.46M Buy
25,380
+288
+1% +$15.8K 0.74% 34
2023
Q4 		$1.3M Sell
25,092
-11,838
-32% -$571K 0.73% 36
2023
Q3 		$1.68M Sell
36,930
-66
-0.2% -$3.12K 1.03% 27
2023
Q2 		$1.74M Buy
36,996
+1,518
+4% +$65.8K 1.02% 27
2023
Q1 		$1.47M Sell
35,478
-840
-2% -$32.7K 0.93% 29
2022
Q4 		$1.29M Sell
36,318
-84
-0.2% -$3.09K 0.87% 28
2022
Q3 		$1.3M Hold
36,402
– – 0.93% 26
2022
Q2 		$1.35M Hold
36,402
– – 0.94% 27
2022
Q1 		$1.75M Buy
36,402
+13,068
+56% +$618K 1.04% 26
2021
Q4 		$1.25M Sell
23,334
-42
-0.2% -$2.19K 0.77% 36
2021
Q3 		$1.13M Buy
23,376
+948
+4% +$47.2K 0.82% 33
2021
Q2 		$1.07M Buy
22,428
+66
+0.3% +$3K 0.79% 40
2021
Q1 		$958K Buy
22,362
+72
+0.3% +$3.08K 0.8% 40
2020
Q4 		$941K Buy
+22,290
New +$890K 0.79% 42

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 22.96% 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

Alta Wealth Advisors's VUG Position: Q2 2026 in Review

Alta Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.65% in Q2 2026, selling an estimated $14.6K and leaving 26,676 shares worth $2.3M. The position accounts for 0.62% of the portfolio, ranked #37.

Alta Wealth Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Alta Wealth Advisors held 26,676 shares of Vanguard Morningstar Growth ETF worth $2.3M as of Q2 2026.
  • Alta Wealth Advisors sold 174 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $14.6K.
  • Vanguard Morningstar Growth ETF made up 0.62% of Alta Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Alta Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.