Brindle & Bay Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Brindle & Bay Financial 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	$4.83M	Buy	56,061 +12,675	+29%	+$1.07M	2.42%	13
2026 Q1	$3.16M	Sell	43,386 -17,628	-29%	-$1.37M	1.94%	17
2025 Q4	$4.96M	Buy	+61,014	New	+$4.95M	3.3%	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

Brindle & Bay Financial Advisors's VUG Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 29% in Q2 2026, buying an estimated $1.07M and bringing the position to 56,061 shares worth $4.83M. The position accounts for 2.42% of the portfolio, ranked #13.

Brindle & Bay Financial Advisors first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.96M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Brindle & Bay Financial Advisors held 56,061 shares of Vanguard Morningstar Growth ETF worth $4.83M as of Q2 2026.
Brindle & Bay Financial Advisors bought 12,675 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.07M.
Vanguard Morningstar Growth ETF made up 2.42% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #13 holding.
Brindle & Bay Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
Brindle & Bay Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $4.96M in Q4 2025.
2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.