Birnam Oak Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Birnam Oak 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	$15.7M	Buy	181,798 +19,198	+12%	+$1.62M	2.54%	13
2026 Q1	$1.97M	Hold	162,600	–	–	0.45%	22
2025 Q4	$13.2M	Hold	162,600	–	–	2.96%	13
2025 Q3	$13M	Hold	162,600	–	–	2.99%	13
2025 Q2	$11.9M	Hold	162,600	–	–	3.51%	10
2025 Q1	$10M	Hold	162,600	–	–	1.82%	9
2024 Q4	$11.1M	Buy	+162,600	New	+$10.9M	5.4%	8

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

Birnam Oak Advisors's VUG Position: Q2 2026 in Review

Birnam Oak Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, buying an estimated $1.62M and bringing the position to 181,798 shares worth $15.7M. The position accounts for 2.54% of the portfolio, ranked #13.

Birnam Oak Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Birnam Oak Advisors held 181,798 shares of Vanguard Morningstar Growth ETF worth $15.7M as of Q2 2026.
Birnam Oak Advisors bought 19,198 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.62M.
Vanguard Morningstar Growth ETF made up 2.54% of Birnam Oak Advisors's portfolio in Q2 2026, its #13 holding.
Birnam Oak Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Birnam Oak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.