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Approach Retirement Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Approach Retirement 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 		$715K Buy
8,297
+305
+4% +$25.7K 0.52% 40
2026
Q1 		$582K Buy
7,992
+594
+8% +$46.2K 0.48% 41
2025
Q4 		$601K Buy
+7,398
New +$600K 0.52% 40

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Approach Retirement Advisors's VUG Position: Q2 2026 in Review

Approach Retirement Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.8% in Q2 2026, buying an estimated $25.7K and bringing the position to 8,297 shares worth $715K. The position accounts for 0.52% of the portfolio, ranked #40.

Approach Retirement Advisors first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 1,837 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Approach Retirement Advisors held 8,297 shares of Vanguard Morningstar Growth ETF worth $715K as of Q2 2026.
  • Approach Retirement Advisors bought 305 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $25.7K.
  • Vanguard Morningstar Growth ETF made up 0.52% of Approach Retirement Advisors's portfolio in Q2 2026, its #40 holding.
  • Approach Retirement Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.