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Apollon Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Apollon Wealth 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 		$19.2M Buy
223,377
+28,635
+15% +$2.41M 0.23% 85
2026
Q1 		$14.2M Buy
194,742
+5,328
+3% +$414K 0.23% 97
2025
Q4 		$15.4M Buy
189,414
+16,296
+9% +$1.32M 0.27% 74
2025
Q3 		$13.8M Buy
173,118
+65,148
+60% +$4.98M 0.25% 82
2025
Q2 		$7.89M Buy
107,970
+528
+0.5% +$34.8K 0.16% 124
2025
Q1 		$6.64M Sell
107,442
-6,096
-5% -$411K 0.15% 133
2024
Q4 		$7.77M Buy
113,538
+50,592
+80% +$3.4M 0.18% 100
2024
Q3 		$4.03M Sell
62,946
-1,572
-2% -$97.4K 0.11% 150
2024
Q2 		$4.02M Buy
64,518
+9,444
+17% +$551K 0.12% 150
2024
Q1 		$3.16M Sell
55,074
-15,714
-22% -$864K 0.1% 188
2023
Q4 		$3.67M Buy
70,788
+31,158
+79% +$1.5M 0.13% 154
2023
Q3 		$1.8M Sell
39,630
-15,180
-28% -$717K 0.09% 217
2023
Q2 		$2.58M Buy
54,810
+38,838
+243% +$1.68M 0.12% 176
2023
Q1 		$664K Buy
15,972
+1,404
+10% +$54.6K 0.04% 445
2022
Q4 		$517K Sell
14,568
-1,974
-12% -$72.6K 0.04% 505
2022
Q3 		$590K Buy
16,542
+3,030
+22% +$122K 0.05% 403
2022
Q2 		$502K Buy
13,512
+1,506
+13% +$61.9K 0.04% 426
2022
Q1 		$575K Sell
12,006
-882
-7% -$41.7K 0.04% 427
2021
Q4 		$689K Buy
12,888
+8,178
+174% +$426K 0.05% 388
2021
Q3 		$228K Buy
+4,710
New +$234K 0.03% 409
2020
Q3 		– Sell
-2,964
Closed -$100K – 674
2020
Q2 		$100K Buy
+2,964
New +$91.2K 0.06% 173

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 Wealth Management's VUG Position: Q2 2026 in Review

Apollon Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, buying an estimated $2.41M and bringing the position to 223,377 shares worth $19.2M. The position accounts for 0.23% of the portfolio, ranked #85.

Apollon Wealth Management first reported a position in VUG in Q2 2020 and has held it in 21 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Apollon Wealth Management held 223,377 shares of Vanguard Morningstar Growth ETF worth $19.2M as of Q2 2026.
  • Apollon Wealth Management bought 28,635 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.41M.
  • Vanguard Morningstar Growth ETF made up 0.23% of Apollon Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Apollon Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 21 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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