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Arkos Global Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Arkos Global 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 		$1.9M Buy
22,102
+10
+0% +$841 0.23% 34
2026
Q1 		$1.61M Sell
22,092
-630
-3% -$49K 0.2% 37
2025
Q4 		$1.85M Sell
22,722
-3,402
-13% -$276K 0.24% 34
2025
Q3 		$2.09M Sell
26,124
-5,010
-16% -$383K 0.27% 37
2025
Q2 		$2.27M Sell
31,134
-9,060
-23% -$596K 0.32% 30
2025
Q1 		$2.48M Sell
40,194
-3,006
-7% -$203K 0.36% 28
2024
Q4 		$2.96M Hold
43,200
– – 0.43% 27
2024
Q3 		$2.76M Buy
43,200
+2,670
+7% +$165K 0.4% 28
2024
Q2 		$2.53M Buy
40,530
+252
+0.6% +$14.7K 0.41% 26
2024
Q1 		$2.31M Buy
40,278
+20,124
+100% +$1.11M 0.39% 27
2023
Q4 		$1.04M Hold
20,154
– – 0.19% 35
2023
Q3 		$915K Sell
20,154
-816
-4% -$38.5K 0.19% 36
2023
Q2 		$989K Sell
20,970
-1,638
-7% -$71K 0.19% 36
2023
Q1 		$940K Buy
22,608
+144
+0.6% +$5.6K 0.19% 39
2022
Q4 		$798K Buy
22,464
+10,470
+87% +$385K 0.2% 38
2022
Q3 		$428K Hold
11,994
– – 0.13% 47
2022
Q2 		$446K Sell
11,994
-1,080
-8% -$44.4K 0.13% 46
2022
Q1 		$627K Buy
13,074
+1,638
+14% +$77.5K 0.16% 38
2021
Q4 		$612K Hold
11,436
– – 0.19% 36
2021
Q3 		$553K Sell
11,436
-240
-2% -$11.9K 0.19% 35
2021
Q2 		$558K Hold
11,676
– – 0.19% 36
2021
Q1 		$500K Hold
11,676
– – 0.19% 36
2020
Q4 		$493K Hold
11,676
– – 0.2% 37
2020
Q3 		$443K Sell
11,676
-5,472
-32% -$202K 0.2% 41
2020
Q2 		$578K Buy
+17,148
New +$527K 0.3% 38

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

Arkos Global Advisors's VUG Position: Q2 2026 in Review

Arkos Global Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.05% in Q2 2026, buying an estimated $841 and bringing the position to 22,102 shares worth $1.9M. The position accounts for 0.23% of the portfolio, ranked #34.

Arkos Global Advisors first reported a position in VUG in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.96M in Q4 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Arkos Global Advisors held 22,102 shares of Vanguard Morningstar Growth ETF worth $1.9M as of Q2 2026.
  • Arkos Global Advisors bought 10 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $841.
  • Vanguard Morningstar Growth ETF made up 0.23% of Arkos Global Advisors's portfolio in Q2 2026, its #34 holding.
  • Arkos Global Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Arkos Global Advisors's Vanguard Morningstar Growth ETF position peaked at $2.96M in Q4 2024.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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