Atticus Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Atticus Wealth Management’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	$370K	Buy	4,298 +2	+0%	+$168	0.09%	143
2026 Q1	$313K	Hold	4,296	–	–	0.08%	140
2025 Q4	$349K	Hold	4,296	–	–	0.09%	143
2025 Q3	$343K	Sell	4,296 -270	-6%	-$20.6K	0.09%	148
2025 Q2	$334K	Buy	4,566 +354	+8%	+$23.3K	0.09%	120
2025 Q1	$260K	Hold	4,212	–	–	0.09%	106
2024 Q4	$288K	Hold	4,212	–	–	0.09%	96
2024 Q3	$270K	Hold	4,212	–	–	0.09%	107
2024 Q2	$263K	Sell	4,212 -138	-3%	-$8.05K	0.09%	102
2024 Q1	$250K	Sell	4,350 -60	-1%	-$3.3K	0.08%	109
2023 Q4	$228K	Buy	4,410 +30	+0.7%	+$1.45K	0.08%	116
2023 Q3	$199K	Hold	4,380	–	–	0.08%	126
2023 Q2	$207K	Buy	4,380 +108	+3%	+$4.68K	0.08%	131
2023 Q1	$178K	Sell	4,272 -174	-4%	-$6.77K	0.07%	138
2022 Q4	$158K	Sell	4,446 -3,762	-46%	-$138K	0.06%	138
2022 Q3	$305K	Hold	8,208	–	–	0.15%	93
2022 Q2	$305K	Buy	8,208 +1,212	+17%	+$49.8K	0.13%	108
2022 Q1	$335K	Buy	6,996 +6,354	+990%	+$301K	0.12%	107
2021 Q4	$34K	Hold	642	–	–	0.01%	269
2021 Q3	$31K	Hold	642	–	–	0.01%	282
2021 Q2	$31K	Hold	642	–	–	0.01%	265
2021 Q1	$28K	Hold	642	–	–	0.01%	255
2020 Q4	$27K	Buy	+642	New	+$25.6K	0.01%	248

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

Atticus Wealth Management's VUG Position: Q2 2026 in Review

Atticus Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.05% in Q2 2026, buying an estimated $168 and bringing the position to 4,298 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #143.

Atticus Wealth Management first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Atticus Wealth Management held 4,298 shares of Vanguard Morningstar Growth ETF worth $370K as of Q2 2026.
Atticus Wealth Management bought 2 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Morningstar Growth ETF made up 0.09% of Atticus Wealth Management's portfolio in Q2 2026, its #143 holding.
Atticus Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.