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Aptus Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Aptus Capital 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 		$6.34M Sell
73,560
-1,278
-2% -$108K 0.04% 320
2026
Q1 		$5.45M Sell
74,838
-8,718
-10% -$678K 0.04% 325
2025
Q4 		$6.79M Buy
83,556
+6,072
+8% +$493K 0.05% 278
2025
Q3 		$6.19M Buy
77,484
+71,484
+1,191% +$5.46M 0.05% 286
2025
Q2 		$438K Sell
6,000
-36
-0.6% -$2.37K ﹤0.01% 709
2025
Q1 		$373K Sell
6,036
-67,446
-92% -$4.55M ﹤0.01% 725
2024
Q4 		$5.03M Buy
73,482
+7,560
+11% +$508K 0.05% 269
2024
Q3 		$4.22M Buy
65,922
+36,060
+121% +$2.24M 0.06% 231
2024
Q2 		$1.86M Sell
29,862
-165,564
-85% -$9.66M 0.03% 303
2024
Q1 		$11.2M Buy
195,426
+25,092
+15% +$1.38M 0.21% 96
2023
Q4 		$8.83M Buy
170,334
+51,282
+43% +$2.48M 0.24% 88
2023
Q3 		$5.4M Buy
119,052
+62,796
+112% +$2.97M 0.15% 124
2023
Q2 		$2.65M Sell
56,256
-10,746
-16% -$466K 0.06% 210
2023
Q1 		$2.79M Buy
67,002
+56,640
+547% +$2.2M 0.07% 184
2022
Q4 		$368K Sell
10,362
-582
-5% -$21.4K 0.01% 381
2022
Q3 		$390K Buy
10,944
+6,318
+137% +$254K 0.01% 350
2022
Q2 		$172K Buy
4,626
+144
+3% +$5.92K ﹤0.01% 388
2022
Q1 		$215K Sell
4,482
-7,098
-61% -$336K 0.01% 413
2021
Q4 		$619K Buy
11,580
+324
+3% +$16.9K 0.02% 274
2021
Q3 		$544K Buy
11,256
+60
+0.5% +$2.99K 0.01% 282
2021
Q2 		$535K Buy
11,196
+10,812
+2,816% +$491K 0.02% 281
2021
Q1 		$16K Hold
384
– – ﹤0.01% 440
2020
Q4 		$16K Sell
384
-22,176
-98% -$885K ﹤0.01% 400
2020
Q3 		$855K Buy
22,560
+10,812
+92% +$399K 0.05% 162
2020
Q2 		$395K Buy
11,748
+378
+3% +$11.6K 0.02% 217
2020
Q1 		$296K Buy
11,370
+558
+5% +$16.7K 0.03% 230
2019
Q4 		$328K Buy
+10,812
New +$312K 0.02% 299

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

Aptus Capital Advisors's VUG Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.7% in Q2 2026, selling an estimated $108K and leaving 73,560 shares worth $6.34M. The position accounts for 0.04% of the portfolio, ranked #320.

Aptus Capital Advisors first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.2M in Q1 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Aptus Capital Advisors held 73,560 shares of Vanguard Morningstar Growth ETF worth $6.34M as of Q2 2026.
  • Aptus Capital Advisors sold 1,278 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $108K.
  • Vanguard Morningstar Growth ETF made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #320 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's Vanguard Morningstar Growth ETF position peaked at $11.2M in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.