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

ARQ 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 		$666K Sell
7,770
-11,340
-59% -$954K 0.08% 135
2026
Q1 		$1.39M Sell
19,110
-258
-1% -$20.1K 0.25% 86
2025
Q4 		$1.57M Hold
19,368
– – 0.43% 52
2025
Q3 		$1.55M Sell
19,368
-252
-1% -$19.3K 0.46% 51
2025
Q2 		$1.21M Hold
19,620
– – 0.42% 54
2025
Q1 		$1.21M Sell
19,620
-2,874
-13% -$194K 0.45% 49
2024
Q4 		$1.54M Sell
22,494
-174
-0.8% -$11.7K 0.59% 45
2024
Q3 		$1.42M Sell
22,668
-132
-0.6% -$8.18K 0.54% 42
2024
Q2 		$1.42M Sell
22,800
-72
-0.3% -$4.2K 0.61% 39
2024
Q1 		$1.31M Hold
22,872
– – 0.57% 37
2023
Q4 		$1.19M Hold
22,872
– – 0.71% 30
2023
Q3 		$1.04M Sell
22,872
-2,400
-9% -$113K 0.78% 28
2023
Q2 		$1.19M Hold
25,272
– – 0.77% 30
2023
Q1 		$1.05M Sell
25,272
-1,086
-4% -$42.2K 0.77% 29
2022
Q4 		$936K Sell
26,358
-738
-3% -$27.1K 0.61% 31
2022
Q3 		$966K Buy
27,096
+12
+0% +$482 0.75% 30
2022
Q2 		$1.01M Buy
27,084
+11,928
+79% +$490K 0.72% 30
2022
Q1 		$726K Sell
15,156
-48
-0.3% -$2.27K 0.49% 33
2021
Q4 		$813K Hold
15,204
– – 0.58% 29
2021
Q3 		$735K Hold
15,204
– – 0.47% 32
2021
Q2 		$727K Hold
15,204
– – 0.47% 31
2021
Q1 		$651K Sell
15,204
-474
-3% -$20.3K 0.42% 28
2020
Q4 		$662K Hold
15,678
– – 0.42% 30
2020
Q3 		$595K Sell
15,678
-546
-3% -$20.2K 0.57% 27
2020
Q2 		$546K Sell
16,224
-174
-1% -$5.35K 0.53% 29
2020
Q1 		$428K Buy
+16,398
New +$491K 0.49% 28

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

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

ARQ Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 59% in Q2 2026, selling an estimated $954K and leaving 7,770 shares worth $666K. The position accounts for 0.08% of the portfolio, ranked #135.

ARQ Wealth Advisors first reported a position in VUG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.57M in Q4 2025. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • ARQ Wealth Advisors held 7,770 shares of Vanguard Morningstar Growth ETF worth $666K as of Q2 2026.
  • ARQ Wealth Advisors sold 11,340 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $954K.
  • Vanguard Morningstar Growth ETF made up 0.08% of ARQ Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • ARQ Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • ARQ Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $1.57M in Q4 2025.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.