Armstrong Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Armstrong Advisory Group’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	$1.08M	Sell	12,563 -289	-2%	-$24.3K	0.07%	89
2026 Q1	$936K	Buy	12,852 +516	+4%	+$40.1K	0.06%	97
2025 Q4	$1M	Hold	12,336	–	–	0.07%	83
2025 Q3	$986K	Buy	12,336 +1,770	+17%	+$135K	0.07%	81
2025 Q2	$772K	Buy	10,566 +60	+0.6%	+$3.95K	0.06%	94
2025 Q1	$719K	Hold	10,506	–	–	0.06%	89
2024 Q4	$719K	Buy	10,506 +2,850	+37%	+$191K	0.06%	89
2024 Q3	$490K	Buy	7,656 +480	+7%	+$29.8K	0.04%	108
2024 Q2	$447K	Sell	7,176 -1,410	-16%	-$82.2K	0.04%	105
2024 Q1	$445K	Hold	8,586	–	–	0.04%	108
2023 Q4	$445K	Buy	8,586 +3,888	+83%	+$188K	0.04%	108
2023 Q3	$213K	Sell	4,698 -102	-2%	-$4.82K	0.02%	156
2023 Q2	$226K	Sell	4,800 -12	-0.2%	-$520	0.02%	156
2023 Q1	$200K	Sell	4,812 -384	-7%	-$14.9K	0.02%	160
2022 Q4	$185K	Buy	+5,196	New	+$191K	0.02%	172

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

Armstrong Advisory Group's VUG Position: Q2 2026 in Review

Armstrong Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.2% in Q2 2026, selling an estimated $24.3K and leaving 12,563 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #89.

Armstrong Advisory Group first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Armstrong Advisory Group held 12,563 shares of Vanguard Morningstar Growth ETF worth $1.08M as of Q2 2026.
Armstrong Advisory Group sold 289 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $24.3K.
Vanguard Morningstar Growth ETF made up 0.07% of Armstrong Advisory Group's portfolio in Q2 2026, its #89 holding.
Armstrong Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.