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Baugh & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Baugh & Associates’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 		– Sell
-3,978
Closed -$290K – 44
2026
Q1 		$290K Buy
+3,978
New +$309K 0.13% 41
2025
Q1 		– Sell
-4,530
Closed -$217K – 41
2024
Q4 		$217K Buy
4,530
+1,362
+43% +$91.5K 0.11% 39
2024
Q3 		$203K Buy
+3,168
New +$196K 0.1% 40

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baugh & Associates's VUG Position: Q2 2026 in Review

Baugh & Associates sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 3,978 shares — an estimated $290K sold.

Baugh & Associates first reported a position in VUG in Q3 2024 and held it in 3 quarters. The position peaked at $290K in Q1 2026. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Baugh & Associates reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Baugh & Associates sold 3,978 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $290K.
  • Baugh & Associates first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and held it in 3 quarters.
  • Baugh & Associates's Vanguard Morningstar Growth ETF position peaked at $290K in Q1 2026.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Baugh & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.