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Avant Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Avant Capital’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 		$2.13M Buy
24,741
+105
+0.4% +$8.84K 1.34% 23
2026
Q1 		$1.79M Sell
24,636
-1,842
-7% -$143K 1.26% 25
2025
Q4 		$2.15M Sell
26,478
-540
-2% -$43.8K 1.48% 23
2025
Q3 		$2.16M Buy
27,018
+138
+0.5% +$10.5K 1.52% 23
2025
Q2 		$1.96M Sell
26,880
-462
-2% -$30.4K 1.52% 23
2025
Q1 		$1.69M Sell
27,342
-18
-0.1% -$1.21K 1.41% 22
2024
Q4 		$1.87M Buy
+27,360
New +$1.84M 1.55% 23
2023
Q3 		$1.35M Sell
29,670
-408
-1% -$19.3K 1.54% 22
2023
Q2 		$1.42M Sell
30,078
-1,128
-4% -$48.9K 1.57% 22
2023
Q1 		$1.3M Sell
31,206
-672
-2% -$26.1K 1.5% 22
2022
Q4 		$1.13M Sell
31,878
-1,278
-4% -$47K 1.39% 22
2022
Q3 		$1.18M Sell
33,156
-648
-2% -$26K 1.6% 21
2022
Q2 		$1.26M Buy
33,804
+426
+1% +$17.5K 1.62% 21
2022
Q1 		$1.6M Sell
33,378
-714
-2% -$33.8K 1.79% 20
2021
Q4 		$1.82M Buy
+34,092
New +$1.78M 2% 19

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

Avant Capital's VUG Position: Q2 2026 in Review

Avant Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.43% in Q2 2026, buying an estimated $8.84K and bringing the position to 24,741 shares worth $2.13M. The position accounts for 1.34% of the portfolio, ranked #23.

Avant Capital first reported a position in VUG in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.16M in Q3 2025. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Avant Capital held 24,741 shares of Vanguard Morningstar Growth ETF worth $2.13M as of Q2 2026.
  • Avant Capital bought 105 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.84K.
  • Vanguard Morningstar Growth ETF made up 1.34% of Avant Capital's portfolio in Q2 2026, its #23 holding.
  • Avant Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 15 quarters since.
  • Avant Capital's Vanguard Morningstar Growth ETF position peaked at $2.16M in Q3 2025.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.