Camarda Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Camarda 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	$2.36M	Sell	27,420 -1,488	-5%	-$125K	0.71%	42
2026 Q1	$2.1M	Sell	28,908 -156	-0.5%	-$12.1K	1.11%	43
2025 Q4	$2.36M	Buy	29,064 +3,840	+15%	+$312K	0.9%	38
2025 Q3	$2.02M	Buy	25,224 +2,562	+11%	+$196K	0.74%	46
2025 Q2	$1.66M	Buy	22,662 +6,936	+44%	+$457K	0.65%	49
2025 Q1	$972K	Buy	15,726 +7,788	+98%	+$525K	0.44%	60
2024 Q4	$543K	Buy	+7,938	New	+$533K	0.2%	78
2018 Q4	–	Sell	-1,812	Closed	-$49K	–	239
2018 Q3	$49K	Buy	+1,812	New	+$47.4K	0.06%	112
2014 Q1	–	Sell	-630	Closed	-$10K	–	230
2013 Q4	$10K	Buy	+630	New	+$9.31K	0.01%	130

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

Camarda Financial Advisors's VUG Position: Q2 2026 in Review

Camarda Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.1% in Q2 2026, selling an estimated $125K and leaving 27,420 shares worth $2.36M. The position accounts for 0.71% of the portfolio, ranked #42.

Camarda Financial Advisors first reported a position in VUG in Q4 2013 and has held it in 9 quarters since. The position peaked at $2.36M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Camarda Financial Advisors held 27,420 shares of Vanguard Morningstar Growth ETF worth $2.36M as of Q2 2026.
Camarda Financial Advisors sold 1,488 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $125K.
Vanguard Morningstar Growth ETF made up 0.71% of Camarda Financial Advisors's portfolio in Q2 2026, its #42 holding.
Camarda Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2013 and has held it in 9 quarters since.
Camarda Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $2.36M in Q4 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.