AIC
VUG icon

Archer Investment Corporation’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Archer Investment Corporation’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 		$993K Buy
11,526
+318
+3% +$26.8K 0.19% 100
2026
Q1 		$816K Sell
11,208
-582
-5% -$45.3K 0.17% 110
2025
Q4 		$958K Sell
11,790
-306
-3% -$24.8K 0.22% 96
2025
Q3 		$967K Sell
12,096
-198
-2% -$15.1K 0.22% 86
2025
Q2 		$898K Buy
12,294
+414
+3% +$27.3K 0.21% 92
2025
Q1 		$734K Sell
11,880
-1,164
-9% -$78.5K 0.19% 103
2024
Q4 		$892K Sell
13,044
-1,338
-9% -$89.9K 0.24% 81
2024
Q3 		$920K Buy
14,382
+876
+6% +$54.3K 0.25% 83
2024
Q2 		$842K Sell
13,506
-12
-0.1% -$700 0.25% 83
2024
Q1 		$775K Sell
13,518
-102
-0.7% -$5.61K 0.23% 90
2023
Q4 		$706K Sell
13,620
-426
-3% -$20.6K 0.23% 91
2023
Q3 		$637K Buy
14,046
+570
+4% +$26.9K 0.22% 96
2023
Q2 		$636K Buy
13,476
+840
+7% +$36.4K 0.23% 92
2023
Q1 		$525K Sell
12,636
-12
-0.1% -$467 0.19% 120
2022
Q4 		$449K Sell
12,648
-6
-0% -$221 0.17% 134
2022
Q3 		$451K Sell
12,654
-12
-0.1% -$482 0.19% 125
2022
Q2 		$471K Sell
12,666
-72
-0.6% -$2.96K 0.19% 127
2022
Q1 		$594K Buy
12,738
+42
+0.3% +$1.99K 0.21% 120
2021
Q4 		$679K Hold
12,696
– – 0.23% 96
2021
Q3 		$614K Sell
12,696
-984
-7% -$49K 0.23% 98
2021
Q2 		$654K Buy
13,680
+3,642
+36% +$165K 0.26% 82
2021
Q1 		$430K Sell
10,038
-816
-8% -$34.9K 0.18% 136
2020
Q4 		$458K Buy
10,854
+9,006
+487% +$359K 0.22% 119
2020
Q3 		$70.1K Hold
1,848
– – 0.04% 229
2020
Q2 		$62.2K Hold
1,848
– – 0.04% 230
2020
Q1 		$48K Hold
1,848
– – 0.03% 237
2019
Q4 		$56K Buy
+1,848
New +$53.4K 0.03% 252

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 22.9% 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
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM

Archer Investment Corporation's VUG Position: Q2 2026 in Review

Archer Investment Corporation increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q2 2026, buying an estimated $26.8K and bringing the position to 11,526 shares worth $993K. The position accounts for 0.19% of the portfolio, ranked #100.

Archer Investment Corporation first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,903 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Archer Investment Corporation held 11,526 shares of Vanguard Morningstar Growth ETF worth $993K as of Q2 2026.
  • Archer Investment Corporation bought 318 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $26.8K.
  • Vanguard Morningstar Growth ETF made up 0.19% of Archer Investment Corporation's portfolio in Q2 2026, its #100 holding.
  • Archer Investment Corporation first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,903 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.