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Atlas Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Atlas Capital 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 		$337K Buy
3,911
+1,703
+77% +$143K 0.04% 358
2026
Q1 		$161K Buy
2,208
+2,088
+1,740% +$162K 0.02% 453
2025
Q4 		$9.76K Buy
+120
New +$9.74K ﹤0.01% 761
2025
Q2 		$172K Hold
2,352
– – 0.02% 436
2025
Q1 		$145K Hold
2,352
– – 0.02% 461
2024
Q4 		$161K Sell
2,352
-1,200
-34% -$80.6K 0.02% 432
2024
Q3 		$227K Hold
3,552
– – 0.03% 359
2024
Q2 		$221K Hold
3,552
– – 0.03% 368
2024
Q1 		$204K Buy
3,552
+600
+20% +$33K 0.03% 363
2023
Q4 		$153K Buy
2,952
+600
+26% +$29K 0.02% 421
2023
Q3 		$107K Sell
2,352
-1,308
-36% -$61.8K 0.02% 442
2023
Q2 		$173K Buy
3,660
+108
+3% +$4.68K 0.03% 390
2023
Q1 		$148K Buy
3,552
+600
+20% +$23.3K 0.02% 408
2022
Q4 		$105K Hold
2,952
– – 0.02% 443
2022
Q3 		$105K Buy
2,952
+600
+26% +$24.1K 0.02% 439
2022
Q2 		$87.4K Sell
2,352
-84
-3% -$3.45K 0.01% 480
2022
Q1 		$117K Buy
2,436
+1,080
+80% +$51.1K 0.02% 450
2021
Q4 		$72.5K Hold
1,356
– – 0.01% 488
2021
Q3 		$65.6K Buy
+1,356
New +$67.5K 0.01% 493

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

Atlas Capital Advisors's VUG Position: Q2 2026 in Review

Atlas Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 77% in Q2 2026, buying an estimated $143K and bringing the position to 3,911 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #358.

Atlas Capital Advisors first reported a position in VUG in Q3 2021 and has held it in 19 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Atlas Capital Advisors held 3,911 shares of Vanguard Morningstar Growth ETF worth $337K as of Q2 2026.
  • Atlas Capital Advisors bought 1,703 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $143K.
  • Vanguard Morningstar Growth ETF made up 0.04% of Atlas Capital Advisors's portfolio in Q2 2026, its #358 holding.
  • Atlas Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.