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

American 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	$342K	Buy	3,967 +415	+12%	+$34.9K	0.04%	123
2026 Q1	$259K	Buy	3,552 +132	+4%	+$10.3K	0.03%	139
2025 Q4	$278K	Sell	3,420 -408	-11%	-$33.1K	0.04%	130
2025 Q3	$306K	Buy	3,828 +6	+0.2%	+$458	0.04%	125
2025 Q2	$279K	Buy	3,822 +36	+1%	+$2.37K	0.04%	128
2025 Q1	$234K	Hold	3,786	–	–	0.03%	134
2024 Q4	$259K	Buy	+3,786	New	+$254K	0.04%	125

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

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

American Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, buying an estimated $34.9K and bringing the position to 3,967 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #123.

American Financial Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

American Financial Advisors held 3,967 shares of Vanguard Morningstar Growth ETF worth $342K as of Q2 2026.
American Financial Advisors bought 415 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $34.9K.
Vanguard Morningstar Growth ETF made up 0.04% of American Financial Advisors's portfolio in Q2 2026, its #123 holding.
American Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.