Arvest Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Arvest Investments’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	$54.8K	Buy	636 +48	+8%	+$4.04K	0.01%	178
2026 Q1	$42.8K	Hold	588	–	–	0.01%	173
2025 Q4	$47.8K	Hold	588	–	–	0.01%	163
2025 Q3	$47K	Hold	588	–	–	0.01%	159
2025 Q2	$43K	Hold	588	–	–	0.01%	153
2025 Q1	$36.3K	Hold	588	–	–	0.01%	136
2024 Q4	$40.2K	Hold	588	–	–	0.01%	138
2024 Q3	$37.6K	Hold	588	–	–	0.01%	133
2024 Q2	$36.7K	Hold	588	–	–	0.01%	130
2024 Q1	$33.7K	Hold	588	–	–	0.01%	126
2023 Q4	$30.5K	Buy	+588	New	+$28.4K	﹤0.01%	129

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Arvest Investments's VUG Position: Q2 2026 in Review

Arvest Investments increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.2% in Q2 2026, buying an estimated $4.04K and bringing the position to 636 shares worth $54.8K. The position accounts for 0.01% of the portfolio, ranked #178.

Arvest Investments first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Arvest Investments held 636 shares of Vanguard Morningstar Growth ETF worth $54.8K as of Q2 2026.
Arvest Investments bought 48 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.04K.
Vanguard Morningstar Growth ETF made up 0.01% of Arvest Investments's portfolio in Q2 2026, its #178 holding.
Arvest Investments first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.