AWE
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Avidian Wealth Enterprises’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Avidian Wealth Enterprises’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 		$9.78M Buy
113,493
+10,161
+10% +$855K 0.27% 65
2026
Q1 		$7.52M Buy
103,332
+16,692
+19% +$1.3M 0.24% 68
2025
Q4 		$7.04M Buy
86,640
+624
+0.7% +$50.6K 0.26% 61
2025
Q3 		$6.88M Sell
86,016
-1,692
-2% -$129K 0.26% 62
2025
Q2 		$6.41M Buy
87,708
+21,924
+33% +$1.44M 0.26% 64
2025
Q1 		$4.07M Buy
65,784
+984
+2% +$66.3K 0.18% 81
2024
Q4 		$4.43M Sell
64,800
-834
-1% -$56K 0.2% 74
2024
Q3 		$4.2M Sell
65,634
-30
-0% -$1.86K 0.19% 77
2024
Q2 		$4.09M Buy
65,664
+2,550
+4% +$149K 0.17% 77
2024
Q1 		$3.62M Buy
63,114
+4,344
+7% +$239K 0.18% 74
2023
Q4 		$3.05M Sell
58,770
-450
-0.8% -$21.7K 0.19% 84
2023
Q3 		$2.69M Buy
59,220
+9,522
+19% +$450K 0.19% 87
2023
Q2 		$2.34M Buy
49,698
+7,218
+17% +$313K 0.15% 103
2023
Q1 		$1.77M Buy
42,480
+13,968
+49% +$543K 0.1% 146
2022
Q4 		$1.01M Sell
28,512
-2,424
-8% -$89.2K 0.07% 176
2022
Q3 		$1.1M Buy
30,936
+3,618
+13% +$145K 0.08% 139
2022
Q2 		$1.01M Buy
27,318
+942
+4% +$38.7K 0.07% 167
2022
Q1 		$1.26M Sell
26,376
-720
-3% -$34.1K 0.08% 163
2021
Q4 		$1.45M Hold
27,096
– – 0.09% 143
2021
Q3 		$1.31M Sell
27,096
-4,098
-13% -$204K 0.1% 111
2021
Q2 		$1.49M Buy
31,194
+930
+3% +$42.2K 0.11% 104
2021
Q1 		$1.3M Hold
30,264
– – 0.11% 105
2020
Q4 		$1.28M Buy
30,264
+2,814
+10% +$112K 0.12% 100
2020
Q3 		$1.04M Buy
27,450
+8,322
+44% +$307K 0.12% 102
2020
Q2 		$644K Buy
19,128
+8,988
+89% +$276K 0.09% 117
2020
Q1 		$265K Sell
10,140
-972
-9% -$29.1K 0.04% 156
2019
Q4 		$337K Hold
11,112
– – 0.05% 164
2019
Q3 		$308K Buy
11,112
+2,172
+24% +$60.3K 0.05% 146
2019
Q2 		$243K Hold
8,940
– – 0.06% 133
2019
Q1 		$233K Hold
8,940
– – 0.05% 111
2018
Q4 		$200K Buy
+8,940
New +$217K 0.07% 88

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

Avidian Wealth Enterprises's VUG Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Morningstar Growth ETF (VUG) stake by 9.8% in Q2 2026, buying an estimated $855K and bringing the position to 113,493 shares worth $9.78M. The position accounts for 0.27% of the portfolio, ranked #65.

Avidian Wealth Enterprises first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Avidian Wealth Enterprises held 113,493 shares of Vanguard Morningstar Growth ETF worth $9.78M as of Q2 2026.
  • Avidian Wealth Enterprises bought 10,161 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $855K.
  • Vanguard Morningstar Growth ETF made up 0.27% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #65 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.