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Atomi Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Atomi Financial 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 		$46.9M Buy
544,731
+16,071
+3% +$1.35M 1.22% 16
2026
Q1 		$38.5M Buy
528,660
+72,012
+16% +$5.6M 1.18% 18
2025
Q4 		$37.1M Sell
456,648
-25,872
-5% -$2.1M 1.09% 22
2025
Q3 		$38.6M Buy
482,520
+69,558
+17% +$5.32M 1.25% 18
2025
Q2 		$30.2M Sell
412,962
-36,276
-8% -$2.39M 1.14% 21
2025
Q1 		$27.8M Buy
449,238
+271,482
+153% +$18.3M 1.27% 16
2024
Q4 		$12.2M Buy
177,756
+97,848
+122% +$6.57M 0.61% 35
2024
Q3 		$5.11M Buy
79,908
+2,934
+4% +$182K 0.32% 64
2024
Q2 		$4.8M Sell
76,974
-252
-0.3% -$14.7K 0.36% 57
2024
Q1 		$4.43M Buy
77,226
+20,910
+37% +$1.15M 0.41% 47
2023
Q4 		$2.92M Buy
56,316
+13,734
+32% +$663K 0.4% 53
2023
Q3 		$1.93M Buy
42,582
+8,688
+26% +$410K 0.65% 36
2023
Q2 		$1.6M Buy
33,894
+1,452
+4% +$63K 0.73% 25
2023
Q1 		$1.35M Buy
+32,442
New +$1.26M 0.75% 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

Atomi Financial Group's VUG Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 3% in Q2 2026, buying an estimated $1.35M and bringing the position to 544,731 shares worth $46.9M. The position accounts for 1.22% of the portfolio, ranked #16.

Atomi Financial Group first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Atomi Financial Group held 544,731 shares of Vanguard Morningstar Growth ETF worth $46.9M as of Q2 2026.
  • Atomi Financial Group bought 16,071 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.35M.
  • Vanguard Morningstar Growth ETF made up 1.22% of Atomi Financial Group's portfolio in Q2 2026, its #16 holding.
  • Atomi Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.