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Biltmore Family Office’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Biltmore Family Office’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 		$33.6K Buy
391
+1
+0.3% +$84 ﹤0.01% 293
2026
Q1 		$28.5K Sell
390
-330
-46% -$25.7K ﹤0.01% 284
2025
Q4 		$58.6K Buy
720
+294
+69% +$23.9K 0.01% 264
2025
Q3 		$34.1K Hold
426
– – ﹤0.01% 250
2025
Q2 		$31.2K Buy
+426
New +$28K 0.01% 248

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

Biltmore Family Office's VUG Position: Q2 2026 in Review

Biltmore Family Office increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.26% in Q2 2026, buying an estimated $84 and bringing the position to 391 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Biltmore Family Office first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $58.6K in Q4 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Biltmore Family Office held 391 shares of Vanguard Morningstar Growth ETF worth $33.6K as of Q2 2026.
  • Biltmore Family Office bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
  • Vanguard Morningstar Growth ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q2 2026, its #293 holding.
  • Biltmore Family Office first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Biltmore Family Office's Vanguard Morningstar Growth ETF position peaked at $58.6K in Q4 2025.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.