Bay Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bay Capital 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	$970K	Buy	11,263 +7	+0.1%	+$589	0.52%	34
2026 Q1	$819K	Hold	11,256	–	–	0.51%	37
2025 Q4	$915K	Buy	11,256 +72	+0.6%	+$5.84K	0.56%	34
2025 Q3	$894K	Buy	11,184 +24	+0.2%	+$1.83K	0.58%	32
2025 Q2	$815K	Hold	11,160	–	–	0.62%	34
2025 Q1	$690K	Sell	11,160 -6,000	-35%	-$405K	0.57%	41
2024 Q4	$1.17M	Buy	+17,160	New	+$1.15M	0.94%	24

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

Bay Capital Advisors's VUG Position: Q2 2026 in Review

Bay Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q2 2026, buying an estimated $589 and bringing the position to 11,263 shares worth $970K. The position accounts for 0.52% of the portfolio, ranked #34.

Bay Capital Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Bay Capital Advisors held 11,263 shares of Vanguard Morningstar Growth ETF worth $970K as of Q2 2026.
Bay Capital Advisors bought 7 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $589.
Vanguard Morningstar Growth ETF made up 0.52% of Bay Capital Advisors's portfolio in Q2 2026, its #34 holding.
Bay Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's Vanguard Morningstar Growth ETF position peaked at $1.17M in Q4 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.