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Battery Global Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Battery Global 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 		$6.33M Sell
73,443
-3
-0% -$252 3.17% 9
2026
Q1 		$5.35M Sell
73,446
-1,333,242
-95% -$104M 2.87% 9
2025
Q4 		$12.6M Buy
1,406,688
+1,333,242
+1,815% +$108M 5.84% 6
2025
Q3 		$5.88M Hold
73,446
– – 2.76% 9
2025
Q2 		$5.37M Hold
73,446
– – 2.65% 9
2025
Q1 		$4.54M Hold
73,446
– – 2.53% 9
2024
Q4 		$5.02M Hold
73,446
– – 2.69% 9
2024
Q3 		$4.7M Hold
73,446
– – 2.55% 9
2024
Q2 		$4.58M Hold
73,446
– – 3.03% 9
2024
Q1 		$4.21M Buy
73,446
+18,000
+32% +$990K 3.42% 8
2023
Q4 		$2.87M Buy
+55,446
New +$2.68M 2.2% 9

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

Battery Global Advisors's VUG Position: Q2 2026 in Review

Battery Global Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0% in Q2 2026, selling an estimated $252 and leaving 73,443 shares worth $6.33M. The position accounts for 3.17% of the portfolio, ranked #9.

Battery Global Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q4 2025. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Battery Global Advisors held 73,443 shares of Vanguard Morningstar Growth ETF worth $6.33M as of Q2 2026.
  • Battery Global Advisors sold 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
  • Vanguard Morningstar Growth ETF made up 3.17% of Battery Global Advisors's portfolio in Q2 2026, its #9 holding.
  • Battery Global Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Battery Global Advisors's Vanguard Morningstar Growth ETF position peaked at $12.6M in Q4 2025.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.