Arlington Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Arlington Financial 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	$782K	Sell	9,084 -600	-6%	-$50.5K	0.1%	55
2026 Q1	$705K	Sell	9,684 -72	-0.7%	-$5.6K	0.1%	53
2025 Q4	$793K	Hold	9,756	–	–	0.11%	54
2025 Q3	$780K	Hold	9,756	–	–	0.11%	53
2025 Q2	$713K	Sell	9,756 -7,308	-43%	-$481K	0.12%	50
2025 Q1	$1.05M	Buy	17,064 +7,392	+76%	+$498K	0.19%	58
2024 Q4	$662K	Buy	+9,672	New	+$650K	0.13%	59
2024 Q1	–	Sell	-8,292	Closed	-$430K	–	90
2023 Q4	$430K	Buy	+8,292	New	+$400K	0.13%	64

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Arlington Financial Advisors's VUG Position: Q2 2026 in Review

Arlington Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.2% in Q2 2026, selling an estimated $50.5K and leaving 9,084 shares worth $782K. The position accounts for 0.1% of the portfolio, ranked #55.

Arlington Financial Advisors first reported a position in VUG in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.05M in Q1 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Arlington Financial Advisors held 9,084 shares of Vanguard Morningstar Growth ETF worth $782K as of Q2 2026.
Arlington Financial Advisors sold 600 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $50.5K.
Vanguard Morningstar Growth ETF made up 0.1% of Arlington Financial Advisors's portfolio in Q2 2026, its #55 holding.
Arlington Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 8 quarters since.
Arlington Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $1.05M in Q1 2025.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.