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Angeles Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Angeles Investment 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 		$5.99M Buy
69,537
+2,463
+4% +$207K 0.36% 18
2026
Q1 		$4.88M Sell
67,074
-15,990
-19% -$1.24M 0.33% 17
2025
Q4 		$6.75M Sell
83,064
-258
-0.3% -$20.9K 0.45% 14
2025
Q3 		$6.66M Sell
83,322
-49,992
-37% -$3.82M 0.44% 12
2025
Q2 		$9.74M Buy
133,314
+1,374
+1% +$90.5K 0.55% 13
2025
Q1 		$8.15M Sell
131,940
-32,700
-20% -$2.2M 0.44% 18
2024
Q4 		$11.3M Sell
164,640
-36,150
-18% -$2.43M 0.54% 17
2024
Q3 		$12.8M Sell
200,790
-84,390
-30% -$5.23M 0.66% 16
2024
Q2 		$17.8M Buy
285,180
+141,330
+98% +$8.24M 0.91% 17
2024
Q1 		$8.25M Buy
143,850
+53,820
+60% +$2.96M 0.44% 20
2023
Q4 		$4.66M Sell
90,030
-82,362
-48% -$3.98M 0.28% 26
2023
Q3 		$7.82M Sell
172,392
-15,438
-8% -$729K 0.61% 17
2023
Q2 		$8.86M Sell
187,830
-2,310
-1% -$100K 0.75% 13
2023
Q1 		$7.9M Buy
190,140
+66,840
+54% +$2.6M 0.65% 16
2022
Q4 		$4.38M Buy
123,300
+10,890
+10% +$401K 0.37% 18
2022
Q3 		$4.01M Buy
112,410
+96,660
+614% +$3.89M 0.42% 15
2022
Q2 		$585K Hold
15,750
– – 0.05% 31
2022
Q1 		$755K Sell
15,750
-592,512
-97% -$28M 0.05% 33
2021
Q4 		$32.5M Buy
608,262
+326,220
+116% +$17M 1.62% 12
2021
Q3 		$13.6M Buy
282,042
+221,100
+363% +$11M 0.79% 20
2021
Q2 		$2.91M Buy
60,942
+24,732
+68% +$1.12M 0.18% 32
2021
Q1 		$1.55M Buy
36,210
+20,880
+136% +$893K 0.12% 33
2020
Q4 		$647K Buy
15,330
+4,074
+36% +$163K 0.07% 63
2020
Q3 		$427K Buy
11,256
+2,316
+26% +$85.5K 0.05% 72
2020
Q2 		$301K Buy
+8,940
New +$275K 0.04% 79

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

Angeles Investment Advisors's VUG Position: Q2 2026 in Review

Angeles Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.7% in Q2 2026, buying an estimated $207K and bringing the position to 69,537 shares worth $5.99M. The position accounts for 0.36% of the portfolio, ranked #18.

Angeles Investment Advisors first reported a position in VUG in Q2 2020 and has held it in 25 quarters since. The position peaked at $32.5M in Q4 2021. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Angeles Investment Advisors held 69,537 shares of Vanguard Morningstar Growth ETF worth $5.99M as of Q2 2026.
  • Angeles Investment Advisors bought 2,463 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $207K.
  • Vanguard Morningstar Growth ETF made up 0.36% of Angeles Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Angeles Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Angeles Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $32.5M in Q4 2021.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.