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

ARS Wealth Advisors 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	$538K	Buy	6,245 +1,799	+40%	+$151K	0.04%	130
2026 Q1	$323K	Sell	4,446 -1,758	-28%	-$137K	0.03%	154
2025 Q4	$504K	Buy	6,204 +6	+0.1%	+$487	0.05%	113
2025 Q3	$495K	Buy	6,198 +1,758	+40%	+$134K	0.05%	111
2025 Q2	$324K	Hold	4,440	–	–	0.04%	126
2025 Q1	$274K	Buy	4,440 +606	+16%	+$40.9K	0.04%	128
2024 Q4	$262K	Hold	3,834	–	–	0.04%	135
2024 Q3	$245K	Sell	3,834 -564	-13%	-$35K	0.03%	150
2024 Q2	$274K	Buy	4,398 +264	+6%	+$15.4K	0.04%	135
2024 Q1	$237K	Sell	4,134 -240	-5%	-$13.2K	0.03%	146
2023 Q4	$227K	Sell	4,374 -1,218	-22%	-$58.8K	0.03%	140
2023 Q3	$254K	Buy	+5,592	New	+$264K	0.04%	126

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

ARS Wealth Advisors Group's VUG Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 40% in Q2 2026, buying an estimated $151K and bringing the position to 6,245 shares worth $538K. The position accounts for 0.04% of the portfolio, ranked #130.

ARS Wealth Advisors Group first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

ARS Wealth Advisors Group held 6,245 shares of Vanguard Morningstar Growth ETF worth $538K as of Q2 2026.
ARS Wealth Advisors Group bought 1,799 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $151K.
Vanguard Morningstar Growth ETF made up 0.04% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #130 holding.
ARS Wealth Advisors Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.