Blackston Financial Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Blackston Financial Advisory Group’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	$403K	Buy	4,675 +391	+9%	+$32.9K	0.23%	63
2026 Q1	$312K	Sell	4,284 -594	-12%	-$46.2K	0.2%	67
2025 Q4	$397K	Buy	4,878 +1,608	+49%	+$130K	0.24%	59
2025 Q3	$261K	Sell	3,270 -156	-5%	-$11.9K	0.16%	82
2025 Q2	$250K	Sell	3,426 -60	-2%	-$3.95K	0.16%	90
2025 Q1	$215K	Buy	+3,486	New	+$235K	0.15%	88
2024 Q3	–	Sell	-935,862	Closed	-$46.3M	–	144
2024 Q2	$46.3M	Buy	+935,862	New	+$54.6M	25.9%	1
2022 Q3	–	Sell	-73,386	Closed	-$2.87M	–	101
2022 Q2	$2.87M	Sell	73,386 -8,802	-11%	-$362K	1.88%	10
2022 Q1	$3.98M	Sell	82,188 -4,056	-5%	-$192K	2.59%	10
2021 Q4	$4.61M	Buy	+86,244	New	+$4.49M	2.67%	10

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

Blackston Financial Advisory Group's VUG Position: Q2 2026 in Review

Blackston Financial Advisory Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 9.1% in Q2 2026, buying an estimated $32.9K and bringing the position to 4,675 shares worth $403K. The position accounts for 0.23% of the portfolio, ranked #63.

Blackston Financial Advisory Group first reported a position in VUG in Q4 2021 and has held it in 10 quarters since. The position peaked at $46.3M in Q2 2024. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Blackston Financial Advisory Group held 4,675 shares of Vanguard Morningstar Growth ETF worth $403K as of Q2 2026.
Blackston Financial Advisory Group bought 391 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $32.9K.
Vanguard Morningstar Growth ETF made up 0.23% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #63 holding.
Blackston Financial Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 10 quarters since.
Blackston Financial Advisory Group's Vanguard Morningstar Growth ETF position peaked at $46.3M in Q2 2024.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.