AF
VUG icon

Apollon Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Apollon Financial’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 		$998K Buy
11,584
+352
+3% +$29.6K 0.12% 141
2026
Q1 		$818K Sell
11,232
-750
-6% -$58.3K 0.11% 143
2025
Q4 		$974K Sell
11,982
-24
-0.2% -$1.95K 0.14% 122
2025
Q3 		$960K Buy
12,006
+240
+2% +$18.3K 0.16% 111
2025
Q2 		$860K Sell
11,766
-1,002
-8% -$66K 0.18% 110
2025
Q1 		$789K Buy
12,768
+846
+7% +$57K 0.19% 106
2024
Q4 		$816K Buy
11,922
+30
+0.3% +$2.02K 0.2% 92
2024
Q3 		$761K Sell
11,892
-492
-4% -$30.5K 0.22% 79
2024
Q2 		$772K Hold
12,384
– – 0.25% 70
2024
Q1 		$710K Sell
12,384
-480
-4% -$26.4K 0.25% 73
2023
Q4 		$667K Buy
+12,864
New +$621K 0.26% 72

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

Apollon Financial's VUG Position: Q2 2026 in Review

Apollon Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.1% in Q2 2026, buying an estimated $29.6K and bringing the position to 11,584 shares worth $998K. The position accounts for 0.12% of the portfolio, ranked #141.

Apollon Financial first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Apollon Financial held 11,584 shares of Vanguard Morningstar Growth ETF worth $998K as of Q2 2026.
  • Apollon Financial bought 352 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $29.6K.
  • Vanguard Morningstar Growth ETF made up 0.12% of Apollon Financial's portfolio in Q2 2026, its #141 holding.
  • Apollon Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.