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Apriem Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Apriem 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 		$547K Hold
6,354
– – 0.05% 119
2026
Q1 		$463K Hold
6,354
– – 0.04% 126
2025
Q4 		$517K Hold
6,354
– – 0.05% 118
2025
Q3 		$508K Hold
6,354
– – 0.05% 116
2025
Q2 		$464K Buy
6,354
+426
+7% +$28K 0.05% 120
2025
Q1 		$366K Buy
5,928
+768
+15% +$51.8K 0.04% 129
2024
Q4 		$353K Hold
5,160
– – 0.04% 130
2024
Q3 		$330K Sell
5,160
-372
-7% -$23.1K 0.04% 126
2024
Q2 		$345K Buy
5,532
+96
+2% +$5.6K 0.04% 126
2024
Q1 		$312K Sell
5,436
-84
-2% -$4.62K 0.04% 132
2023
Q4 		$286K Sell
5,520
-858
-13% -$41.4K 0.04% 124
2023
Q3 		$289K Buy
6,378
+312
+5% +$14.7K 0.04% 116
2023
Q2 		$286K Buy
+6,066
New +$263K 0.04% 117
2022
Q2 		– Sell
-4,350
Closed -$209K – 156
2022
Q1 		$209K Sell
4,350
-180
-4% -$8.51K 0.03% 139
2021
Q4 		$242K Sell
4,530
-90
-2% -$4.69K 0.03% 131
2021
Q3 		$223K Buy
4,620
+78
+2% +$3.88K 0.03% 138
2021
Q2 		$217K Buy
+4,542
New +$206K 0.03% 145
2018
Q3 		– Sell
-4,800
Closed -$120K – 384
2018
Q2 		$120K Buy
+4,800
New +$118K 0.03% 157
2017
Q2 		– Sell
-4,800
Closed -$97K – 545
2017
Q1 		$97K Buy
4,800
+300
+7% +$5.92K 0.03% 175
2016
Q4 		$84K Buy
4,500
+900
+25% +$16.6K 0.02% 179
2016
Q3 		$67K Buy
+3,600
New +$67K 0.02% 201
2015
Q3 		– Sell
-12,600
Closed -$225K – 611
2015
Q2 		$225K Buy
12,600
+150
+1% +$2.73K 0.08% 91
2015
Q1 		$217K Hold
12,450
– – 0.08% 97
2014
Q4 		$217K Buy
+12,450
New +$212K 0.08% 86
2013
Q3 		– Sell
-4,800
Closed -$63K – 521
2013
Q2 		$63K Buy
+4,800
New +$63.3K 0.03% 175

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

Apriem Advisors's VUG Position: Q2 2026 in Review

Apriem Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 6,354 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #119.

Apriem Advisors first reported a position in VUG in Q2 2013 and has held it in 25 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Apriem Advisors held 6,354 shares of Vanguard Morningstar Growth ETF worth $547K as of Q2 2026.
  • Apriem Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.05% of Apriem Advisors's portfolio in Q2 2026, its #119 holding.
  • Apriem Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 25 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.