Aufman Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Aufman Associates’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 Q1	$850K	Sell	11,682 -990	-8%	-$77K	0.42%	20
2025 Q4	$1.03M	Buy	12,672 +384	+3%	+$31.2K	0.53%	18
2025 Q3	$982K	Sell	12,288 -492	-4%	-$37.6K	0.55%	17
2025 Q2	$934K	Sell	12,780 -156	-1%	-$10.3K	0.58%	18
2025 Q1	$799K	Sell	12,936 -126	-1%	-$8.5K	0.55%	19
2024 Q4	$894K	Buy	13,062 +174	+1%	+$11.7K	0.6%	17
2024 Q3	$825K	Buy	12,888 +9,486	+279%	+$588K	0.53%	18
2024 Q2	$212K	Buy	+3,402	New	+$198K	0.15%	44

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aufman Associates's VUG Position: Q1 2026 in Review

Aufman Associates reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.8% in Q1 2026, selling an estimated $77K and leaving 11,682 shares worth $850K. The position accounts for 0.42% of the portfolio, ranked #20.

Aufman Associates first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Aufman Associates held 11,682 shares of Vanguard Morningstar Growth ETF worth $850K as of Q1 2026.
Aufman Associates sold 990 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $77K.
Vanguard Morningstar Growth ETF made up 0.42% of Aufman Associates's portfolio in Q1 2026, its #20 holding.
Aufman Associates first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 8 quarters since.
Aufman Associates's Vanguard Morningstar Growth ETF position peaked at $1.03M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.