B.O.S.S. Retirement Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

B.O.S.S. Retirement Advisors’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	$565K	Buy	6,562 +268	+4%	+$22.6K	0.15%	87
2026 Q1	$458K	Sell	6,294 -942	-13%	-$73.3K	0.14%	98
2025 Q4	$588K	Sell	7,236 -5,790	-44%	-$470K	0.19%	89
2025 Q3	$1.04M	Sell	13,026 -1,920	-13%	-$147K	0.25%	81
2025 Q2	$1.09M	Buy	+14,946	New	+$984K	0.27%	74

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

B.O.S.S. Retirement Advisors's VUG Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.3% in Q2 2026, buying an estimated $22.6K and bringing the position to 6,562 shares worth $565K. The position accounts for 0.15% of the portfolio, ranked #87.

B.O.S.S. Retirement Advisors first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

B.O.S.S. Retirement Advisors held 6,562 shares of Vanguard Morningstar Growth ETF worth $565K as of Q2 2026.
B.O.S.S. Retirement Advisors bought 268 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $22.6K.
Vanguard Morningstar Growth ETF made up 0.15% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #87 holding.
B.O.S.S. Retirement Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
B.O.S.S. Retirement Advisors's Vanguard Morningstar Growth ETF position peaked at $1.09M in Q2 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.