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ARK Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

ARK Investment 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 		$66.2K Buy
768
+210
+38% +$17.7K ﹤0.01% 181
2026
Q1 		$40.5K Sell
558
-210
-27% -$16.3K ﹤0.01% 179
2025
Q4 		$62.2K Buy
+768
New +$62.3K ﹤0.01% 191
2025
Q3 		– Sell
-1,650
Closed -$120K – 204
2025
Q2 		$120K Buy
1,650
+1,626
+6,775% +$107K ﹤0.01% 175
2025
Q1 		$1.6K Sell
24
-2,100
-99% -$142K ﹤0.01% 190
2024
Q4 		$145K Buy
2,124
+2,088
+5,800% +$140K ﹤0.01% 165
2024
Q3 		$2.22K Sell
36
-60
-63% -$3.72K ﹤0.01% 185
2024
Q2 		$6.11K Sell
96
-3,474
-97% -$203K ﹤0.01% 189
2024
Q1 		$205K Buy
3,570
+2,988
+513% +$164K ﹤0.01% 203
2023
Q4 		$30.1K Buy
582
+246
+73% +$11.9K ﹤0.01% 220
2023
Q3 		$15.1K Buy
336
+294
+700% +$13.9K ﹤0.01% 223
2023
Q2 		$1.89K Buy
+42
New +$1.82K ﹤0.01% 220
2023
Q1 		– Sell
-1,560
Closed -$55.4K – 229
2022
Q4 		$55.4K Buy
+1,560
New +$57.4K ﹤0.01% 227
2022
Q1 		– Sell
-16,782
Closed -$898K – 386
2021
Q4 		$898K Buy
16,782
+11,928
+246% +$621K ﹤0.01% 256
2021
Q3 		$235K Buy
+4,854
New +$242K ﹤0.01% 287

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

ARK Investment Management's VUG Position: Q2 2026 in Review

ARK Investment Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 38% in Q2 2026, buying an estimated $17.7K and bringing the position to 768 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

ARK Investment Management first reported a position in VUG in Q3 2021 and has held it in 15 quarters since. The position peaked at $898K in Q4 2021. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • ARK Investment Management held 768 shares of Vanguard Morningstar Growth ETF worth $66.2K as of Q2 2026.
  • ARK Investment Management bought 210 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $17.7K.
  • Vanguard Morningstar Growth ETF made up ﹤0.01% of ARK Investment Management's portfolio in Q2 2026, its #181 holding.
  • ARK Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 15 quarters since.
  • ARK Investment Management's Vanguard Morningstar Growth ETF position peaked at $898K in Q4 2021.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on ARK Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.