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Blue Zone Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Blue Zone Wealth 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 		$3.15M Sell
36,516
-210
-0.6% -$17.7K 0.55% 49
2026
Q1 		$2.67M Buy
36,726
+2,598
+8% +$202K 0.54% 49
2025
Q4 		$2.77M Hold
34,128
– – 0.53% 56
2025
Q3 		$2.73M Sell
34,128
-1,230
-3% -$94K 0.54% 57
2025
Q2 		$2.58M Sell
35,358
-180
-0.5% -$11.9K 0.65% 57
2025
Q1 		$2.2M Sell
35,538
-696
-2% -$46.9K 0.61% 56
2024
Q4 		$2.48M Sell
36,234
-672
-2% -$45.1K 0.71% 55
2024
Q3 		$2.36M Sell
36,906
-1,416
-4% -$87.8K 0.73% 52
2024
Q2 		$2.39M Sell
38,322
-870
-2% -$50.7K 0.82% 50
2024
Q1 		$2.25M Sell
39,192
-1,140
-3% -$62.7K 0.77% 52
2023
Q4 		$2.09M Hold
40,332
– – 0.83% 46
2023
Q3 		$1.83M Hold
40,332
– – 0.8% 47
2023
Q2 		$1.9M Buy
40,332
+282
+0.7% +$12.2K 0.88% 42
2023
Q1 		$1.67M Sell
40,050
-5,802
-13% -$226K 0.89% 39
2022
Q4 		$1.63M Hold
45,852
– – 0.87% 40
2022
Q3 		$1.64M Buy
45,852
+25,410
+124% +$1.02M 0.85% 45
2022
Q2 		$759K Sell
20,442
-1,104
-5% -$45.4K 0.34% 60
2022
Q1 		$1.03M Sell
21,546
-2,616
-11% -$124K 0.39% 55
2021
Q4 		$1.29M Sell
24,162
-348
-1% -$18.1K 0.43% 58
2021
Q3 		$1.19M Sell
24,510
-30
-0.1% -$1.49K 0.41% 63
2021
Q2 		$1.17M Hold
24,540
– – 0.44% 62
2021
Q1 		$1.05M Sell
24,540
-540
-2% -$23.1K 0.45% 58
2020
Q4 		$1.06M Hold
25,080
– – 0.51% 48
2020
Q3 		$951K Hold
25,080
– – 0.54% 44
2020
Q2 		$845K Sell
25,080
-6,168
-20% -$190K 0.47% 39
2020
Q1 		$816K Buy
31,248
+17,520
+128% +$525K 0.77% 19
2019
Q4 		$417K Buy
+13,728
New +$396K 0.27% 35

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

Blue Zone Wealth Advisors's VUG Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.57% in Q2 2026, selling an estimated $17.7K and leaving 36,516 shares worth $3.15M. The position accounts for 0.55% of the portfolio, ranked #49.

Blue Zone Wealth Advisors first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Blue Zone Wealth Advisors held 36,516 shares of Vanguard Morningstar Growth ETF worth $3.15M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 210 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $17.7K.
  • Vanguard Morningstar Growth ETF made up 0.55% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Blue Zone Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.