AWA
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Arkadios Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Arkadios Wealth 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 		$29M Buy
336,442
+43,768
+15% +$3.68M 0.44% 39
2026
Q1 		$21.3M Buy
292,674
+10,284
+4% +$800K 0.35% 57
2025
Q4 		$23M Buy
282,390
+110,778
+65% +$8.99M 0.45% 37
2025
Q3 		$13.7M Buy
171,612
+61,926
+56% +$4.73M 0.33% 50
2025
Q2 		$8.01M Sell
109,686
-1,668
-1% -$110K 0.24% 91
2025
Q1 		$6.88M Buy
111,354
+46,128
+71% +$3.11M 0.26% 81
2024
Q4 		$4.46M Buy
65,226
+4,410
+7% +$296K 0.24% 88
2024
Q3 		$3.89M Buy
60,816
+798
+1% +$49.5K 0.22% 102
2024
Q2 		$3.74M Sell
60,018
-52,176
-47% -$3.04M 0.25% 83
2024
Q1 		$6.44M Sell
112,194
-4,482
-4% -$246K 0.5% 42
2023
Q4 		$6.05M Sell
116,676
-7,248
-6% -$350K 0.51% 38
2023
Q3 		$5.62M Buy
123,924
+13,764
+12% +$650K 0.53% 38
2023
Q2 		$5.2M Buy
110,160
+228
+0.2% +$9.89K 0.6% 33
2023
Q1 		$4.57M Buy
109,932
+1,854
+2% +$72.1K 0.54% 37
2022
Q4 		$3.84M Buy
108,078
+2,712
+3% +$99.8K 0.51% 50
2022
Q3 		$3.76M Buy
105,366
+28,614
+37% +$1.15M 0.57% 41
2022
Q2 		$2.85M Sell
76,752
-1,812
-2% -$74.4K 0.42% 59
2022
Q1 		$3.77M Buy
78,564
+1,650
+2% +$78K 0.49% 44
2021
Q4 		$4.11M Sell
76,914
-1,938
-2% -$101K 0.54% 35
2021
Q3 		$3.81M Sell
78,852
-1,104
-1% -$54.9K 0.55% 36
2021
Q2 		$3.82M Buy
79,956
+9,048
+13% +$411K 0.47% 45
2021
Q1 		$3.04M Buy
70,908
+2,436
+4% +$104K 0.5% 48
2020
Q4 		$2.89M Buy
68,472
+66,354
+3,133% +$2.65M 0.61% 38
2020
Q3 		$83.6K Sell
2,118
-240
-10% -$8.86K 0.04% 319
2020
Q2 		$82.9K Sell
2,358
-1,008
-30% -$31K 0.05% 287
2020
Q1 		$88K Buy
3,366
+6
+0.2% +$180 0.06% 250
2019
Q4 		$112K Buy
+3,360
New +$97K 0.07% 215

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

Arkadios Wealth Advisors's VUG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, buying an estimated $3.68M and bringing the position to 336,442 shares worth $29M. The position accounts for 0.44% of the portfolio, ranked #39.

Arkadios Wealth Advisors first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Arkadios Wealth Advisors held 336,442 shares of Vanguard Morningstar Growth ETF worth $29M as of Q2 2026.
  • Arkadios Wealth Advisors bought 43,768 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.68M.
  • Vanguard Morningstar Growth ETF made up 0.44% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.