Ameritas Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ameritas Advisory Services’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	$32.4M	Buy	376,110 +230,850	+159%	+$19.4M	0.65%	35
2026 Q1	$10.6M	Buy	145,260 +1,032	+0.7%	+$80.3K	0.41%	58
2025 Q4	$11.7M	Buy	144,228 +25,932	+22%	+$2.1M	0.44%	53
2025 Q3	$9.46M	Sell	118,296 -82,074	-41%	-$6.27M	0.62%	31
2025 Q2	$14.6M	Sell	200,370 -73,326	-27%	-$4.83M	0.76%	21
2025 Q1	$17.6M	Sell	273,696 -1,848	-0.7%	-$125K	0.71%	26
2024 Q4	$18.8M	Buy	275,544 +100,482	+57%	+$6.75M	0.65%	31
2024 Q3	$11.2M	Sell	175,062 -71,148	-29%	-$4.41M	0.48%	43
2024 Q2	$15.3M	Buy	246,210 +7,272	+3%	+$424K	0.58%	34
2024 Q1	$13.5M	Sell	238,938 -134,616	-36%	-$7.4M	0.56%	36
2023 Q4	$19.8M	Sell	373,554 -60,756	-14%	-$2.93M	1.09%	19
2023 Q3	$19.8M	Buy	434,310 +338,544	+354%	+$16M	0.99%	21
2023 Q2	$4.47M	Sell	95,766 -361,752	-79%	-$15.7M	0.57%	32
2023 Q1	$18.9M	Buy	457,518 +231,030	+102%	+$8.99M	0.95%	20
2022 Q4	$8.04M	Buy	226,488 +44,172	+24%	+$1.62M	0.37%	52
2022 Q3	$6.5M	Buy	182,316 +21,870	+14%	+$879K	0.39%	52
2022 Q2	$5.96M	Buy	160,446 +17,352	+12%	+$713K	0.34%	61
2022 Q1	$6.86M	Sell	143,094 -8,874	-6%	-$420K	0.25%	66
2021 Q4	$8.13M	Buy	+151,968	New	+$7.92M	0.3%	66

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

Ameritas Advisory Services's VUG Position: Q2 2026 in Review

Ameritas Advisory Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 159% in Q2 2026, buying an estimated $19.4M and bringing the position to 376,110 shares worth $32.4M. The position accounts for 0.65% of the portfolio, ranked #35.

Ameritas Advisory Services first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Ameritas Advisory Services held 376,110 shares of Vanguard Morningstar Growth ETF worth $32.4M as of Q2 2026.
Ameritas Advisory Services bought 230,850 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $19.4M.
Vanguard Morningstar Growth ETF made up 0.65% of Ameritas Advisory Services's portfolio in Q2 2026, its #35 holding.
Ameritas Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.