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Apeiron RIA’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Apeiron RIA’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 		$752K Sell
9,659
-24,157
-71% -$2.03M 0.19% 77
2026
Q1 		$2.46M Sell
33,816
-1,632
-5% -$127K 0.57% 38
2025
Q4 		$2.88M Sell
35,448
-6,744
-16% -$547K 0.58% 37
2025
Q3 		$3.39M Sell
42,192
-4,254
-9% -$325K 0.76% 37
2025
Q2 		$3.39M Sell
46,446
-1,848
-4% -$122K 0.87% 29
2025
Q1 		$2.98M Buy
48,294
+288
+0.6% +$19.4K 0.9% 26
2024
Q4 		$3.28M Sell
48,006
-2,412
-5% -$162K 0.92% 27
2024
Q3 		$3.23M Buy
50,418
+510
+1% +$31.6K 0.92% 29
2024
Q2 		$3.11M Sell
49,908
-258
-0.5% -$15K 0.95% 28
2024
Q1 		$2.88M Buy
50,166
+3,438
+7% +$189K 0.83% 30
2023
Q4 		$2.42M Sell
46,728
-7,860
-14% -$379K 0.76% 33
2023
Q3 		$2.48M Sell
54,588
-918
-2% -$43.4K 0.84% 30
2023
Q2 		$2.62M Sell
55,506
-2,352
-4% -$102K 0.9% 28
2023
Q1 		$2.33M Buy
57,858
+7,626
+15% +$297K 0.8% 30
2022
Q4 		$1.78M Buy
50,232
+35,088
+232% +$1.29M 0.68% 31
2022
Q3 		$534K Sell
15,144
-300
-2% -$12.1K 0.25% 74
2022
Q2 		$827 Buy
15,444
+1,554
+11% +$63.8K 0.23% 47
2022
Q1 		$653K Sell
13,890
-1,104
-7% -$52.2K 0.31% 65
2021
Q4 		$802K Buy
+14,994
New +$781K 0.33% 62

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

Apeiron RIA's VUG Position: Q2 2026 in Review

Apeiron RIA reduced its Vanguard Morningstar Growth ETF (VUG) stake by 71% in Q2 2026, selling an estimated $2.03M and leaving 9,659 shares worth $752K. The position accounts for 0.19% of the portfolio, ranked #77.

Apeiron RIA first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.39M in Q2 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Apeiron RIA held 9,659 shares of Vanguard Morningstar Growth ETF worth $752K as of Q2 2026.
  • Apeiron RIA sold 24,157 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.03M.
  • Vanguard Morningstar Growth ETF made up 0.19% of Apeiron RIA's portfolio in Q2 2026, its #77 holding.
  • Apeiron RIA first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Apeiron RIA's Vanguard Morningstar Growth ETF position peaked at $3.39M in Q2 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.