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Barnes Pettey Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Barnes Pettey Financial 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 		$5.2M Buy
60,356
+6,338
+12% +$533K 1.63% 14
2026
Q1 		$3.93M Buy
54,018
+5,796
+12% +$451K 1.71% 10
2025
Q4 		$3.92M Buy
48,222
+2,076
+4% +$168K 1.94% 10
2025
Q3 		$3.69M Buy
46,146
+444
+1% +$33.9K 2.02% 13
2025
Q2 		$3.34M Buy
45,702
+9,930
+28% +$654K 2.23% 11
2025
Q1 		$2.21M Buy
35,772
+6,396
+22% +$431K 1.72% 16
2024
Q4 		$2.01M Sell
29,376
-600
-2% -$40.3K 1.53% 17
2024
Q3 		$1.92M Buy
29,976
+192
+0.6% +$11.9K 1.53% 17
2024
Q2 		$1.86M Buy
29,784
+4,224
+17% +$246K 1.6% 16
2024
Q1 		$1.47M Sell
25,560
-46,422
-64% -$2.55M 1.27% 20
2023
Q4 		$3.73M Buy
71,982
+5,298
+8% +$256K 3.03% 8
2023
Q3 		$3.03M Sell
66,684
-17,148
-20% -$810K 2.78% 8
2023
Q2 		$3.95M Buy
83,832
+3,078
+4% +$133K 3.42% 3
2023
Q1 		$3.36M Buy
80,754
+2,274
+3% +$88.4K 3.21% 4
2022
Q4 		$2.79M Buy
78,480
+31,068
+66% +$1.14M 2.87% 5
2022
Q3 		$1.69M Sell
47,412
-204
-0.4% -$8.2K 2.31% 10
2022
Q2 		$1.77M Buy
47,616
+17,508
+58% +$719K 2.28% 10
2022
Q1 		$1.44M Buy
30,108
+2,130
+8% +$101K 1.75% 15
2021
Q4 		$1.5M Buy
+27,978
New +$1.46M 1.72% 12

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

Barnes Pettey Financial Advisors's VUG Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, buying an estimated $533K and bringing the position to 60,356 shares worth $5.2M. The position accounts for 1.63% of the portfolio, ranked #14.

Barnes Pettey Financial Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Barnes Pettey Financial Advisors held 60,356 shares of Vanguard Morningstar Growth ETF worth $5.2M as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 6,338 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $533K.
  • Vanguard Morningstar Growth ETF made up 1.63% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Barnes Pettey Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.