American Institute for Advanced Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

American Institute for Advanced Investment Management’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	$3.07M	Buy	35,664 +60	+0.2%	+$5.05K	1.78%	8
2026 Q1	$2.59M	Sell	35,604 -1,812	-5%	-$141K	1.68%	11
2025 Q4	$3.04M	Sell	37,416 -750	-2%	-$60.9K	1.96%	9
2025 Q3	$3.05M	Sell	38,166 -150	-0.4%	-$11.5K	2%	9
2025 Q2	$2.8M	Buy	38,316 +300	+0.8%	+$19.8K	1.98%	9
2025 Q1	$2.35M	Buy	38,016 +1,692	+5%	+$114K	1.79%	9
2024 Q4	$2.48M	Sell	36,324 -282	-0.8%	-$18.9K	1.85%	11
2024 Q3	$2.34M	Sell	36,606 -420	-1%	-$26K	1.68%	10
2024 Q2	$2.31M	Sell	37,026 -240	-0.6%	-$14K	1.77%	11
2024 Q1	$2.14M	Sell	37,266 -42	-0.1%	-$2.31K	1.69%	11
2023 Q4	$1.93M	Sell	37,308 -12	-0%	-$579	1.71%	12
2023 Q3	$1.69M	Sell	37,320 -228	-0.6%	-$10.8K	1.57%	14
2023 Q2	$1.77M	Buy	37,548 +15,000	+67%	+$650K	1.55%	14
2023 Q1	$937K	Sell	22,548 -15,702	-41%	-$611K	1%	29
2022 Q4	$1.36M	Sell	38,250 -198	-0.5%	-$7.28K	1.24%	22
2022 Q3	$1.37M	Hold	38,448	–	–	1.28%	22
2022 Q2	$1.43M	Sell	38,448 -1,350	-3%	-$55.5K	1.25%	21
2022 Q1	$1.91M	Sell	39,798 -120	-0.3%	-$5.68K	1.39%	21
2021 Q4	$2.13M	Buy	39,918 +54	+0.1%	+$2.81K	1.44%	19
2021 Q3	$1.93M	Sell	39,864 -1,302	-3%	-$64.8K	1.37%	21
2021 Q2	$1.97M	Sell	41,166 -960	-2%	-$43.6K	1.39%	21
2021 Q1	$1.8M	Sell	42,126 -648	-2%	-$27.7K	1.38%	22
2020 Q4	$1.81M	Buy	42,774 +270	+0.6%	+$10.8K	1.45%	21
2020 Q3	$1.61M	Sell	42,504 -1,548	-4%	-$57.2K	1.45%	25
2020 Q2	$1.48M	Sell	44,052 -126	-0.3%	-$3.88K	1.4%	28
2020 Q1	$1.15M	Buy	44,178 +4,878	+12%	+$146K	1.25%	26
2019 Q4	$1.19M	Buy	+39,300	New	+$1.13M	1.15%	32

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

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

American Institute for Advanced Investment Management's VUG Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.17% in Q2 2026, buying an estimated $5.05K and bringing the position to 35,664 shares worth $3.07M. The position accounts for 1.78% of the portfolio, ranked #8.

American Institute for Advanced Investment Management first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,040 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

American Institute for Advanced Investment Management held 35,664 shares of Vanguard Morningstar Growth ETF worth $3.07M as of Q2 2026.
American Institute for Advanced Investment Management bought 60 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.05K.
Vanguard Morningstar Growth ETF made up 1.78% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #8 holding.
American Institute for Advanced Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
2,040 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.