American Financial & Tax Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

American Financial & Tax Strategies’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	$706K	Hold	8,196	–	–	0.32%	64
2026 Q1	$597K	Hold	8,196	–	–	0.29%	67
2025 Q4	$666K	Sell	8,196 -282	-3%	-$22.9K	0.33%	64
2025 Q3	$678K	Sell	8,478 -336	-4%	-$25.7K	0.34%	63
2025 Q2	$644K	Hold	8,814	–	–	0.33%	62
2025 Q1	$545K	Sell	8,814 -30	-0.3%	-$2.02K	0.29%	63
2024 Q4	$605K	Hold	8,844	–	–	0.31%	61
2024 Q3	$566K	Hold	8,844	–	–	0.29%	65
2024 Q2	$551K	Sell	8,844 -156	-2%	-$9.1K	0.29%	66
2024 Q1	$516K	Sell	9,000 -1,236	-12%	-$68K	0.28%	67
2023 Q4	$530K	Buy	+10,236	New	+$494K	0.3%	67

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

American Financial & Tax Strategies's VUG Position: Q2 2026 in Review

American Financial & Tax Strategies held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 8,196 shares worth $706K. The position accounts for 0.32% of the portfolio, ranked #64.

American Financial & Tax Strategies first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,308 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

American Financial & Tax Strategies held 8,196 shares of Vanguard Morningstar Growth ETF worth $706K as of Q2 2026.
American Financial & Tax Strategies left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.32% of American Financial & Tax Strategies's portfolio in Q2 2026, its #64 holding.
American Financial & Tax Strategies first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,308 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.