Cambridge Investment Research Advisors
VUG icon

Cambridge Investment Research Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cambridge Investment Research 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 		$319M Buy
3,704,637
+473,163
+15% +$39.8M 0.72% 16
2026
Q1 		$235M Buy
3,231,474
+154,410
+5% +$12M 0.61% 17
2025
Q4 		$250M Buy
3,077,064
+73,230
+2% +$5.94M 0.66% 15
2025
Q3 		$240M Buy
3,003,834
+110,664
+4% +$8.46M 0.66% 14
2025
Q2 		$211M Buy
2,893,170
+151,770
+6% +$9.99M 0.64% 16
2025
Q1 		$169M Sell
2,741,400
-28,434
-1% -$1.92M 0.57% 19
2024
Q4 		$189M Buy
2,769,834
+57,948
+2% +$3.89M 0.63% 17
2024
Q3 		$174M Buy
2,711,886
+720
+0% +$44.6K 0.59% 17
2024
Q2 		$169M Buy
2,711,166
+109,548
+4% +$6.39M 0.62% 15
2024
Q1 		$149M Buy
2,601,618
+54,798
+2% +$3.01M 0.57% 17
2023
Q4 		$132M Buy
2,546,820
+4,806
+0.2% +$232K 0.56% 20
2023
Q3 		$115M Sell
2,542,014
-8,838
-0.3% -$417K 0.54% 23
2023
Q2 		$120M Buy
2,550,852
+280,032
+12% +$12.1M 0.55% 24
2023
Q1 		$94.4M Sell
2,270,820
-101,196
-4% -$3.94M 0.46% 34
2022
Q4 		$84.3M Sell
2,372,016
-230,328
-9% -$8.47M 0.44% 41
2022
Q3 		$92.8M Buy
2,602,344
+180,264
+7% +$7.25M 0.52% 27
2022
Q2 		$90M Sell
2,422,080
-422,442
-15% -$17.4M 0.48% 31
2022
Q1 		$136M Sell
2,844,522
-49,368
-2% -$2.34M 0.63% 18
2021
Q4 		$155M Buy
2,893,890
+35,808
+1% +$1.87M 0.69% 16
2021
Q3 		$138M Buy
2,858,082
+220,764
+8% +$11M 0.68% 14
2021
Q2 		$126M Buy
+2,637,318
New +$120M 0.6% 19
2021
Q1 		– Sell
-2,592,954
Closed -$109M – 2999
2020
Q4 		$109M Buy
2,592,954
+74,286
+3% +$2.97M 0.64% 19
2020
Q3 		$95.5M Buy
2,518,668
+192,306
+8% +$7.1M 0.64% 20
2020
Q2 		$78.4M Buy
2,326,362
+561,036
+32% +$17.3M 0.59% 18
2020
Q1 		$46.1M Sell
1,765,326
-182,520
-9% -$5.47M 0.44% 39
2019
Q4 		$59.1M Buy
1,947,846
+149,994
+8% +$4.33M 0.46% 31
2019
Q3 		$49.8M Buy
1,797,852
+23,766
+1% +$659K 0.44% 35
2019
Q2 		$48.3M Buy
1,774,086
+138,096
+8% +$3.69M 0.44% 35
2019
Q1 		$42.6M Sell
1,635,990
-270,360
-14% -$6.67M 0.41% 38
2018
Q4 		$42.7M Buy
1,906,350
+15,180
+0.8% +$368K 0.47% 36
2018
Q3 		$50.8M Buy
1,891,170
+232,056
+14% +$6.07M 0.48% 30
2018
Q2 		$41.4M Buy
1,659,114
+230,922
+16% +$5.66M 0.44% 36
2018
Q1 		$33.8M Sell
1,428,192
-183,828
-11% -$4.48M 0.38% 41
2017
Q4 		$37.8M Buy
1,612,020
+51,816
+3% +$1.19M 0.44% 38
2017
Q3 		$34.5M Buy
1,560,204
+56,838
+4% +$1.24M 0.46% 35
2017
Q2 		$31.8M Buy
1,503,366
+248,532
+20% +$5.21M 0.47% 34
2017
Q1 		$25.4M Buy
1,254,834
+35,502
+3% +$700K 0.43% 42
2016
Q4 		$22.7M Buy
1,219,332
+69,492
+6% +$1.29M 0.42% 45
2016
Q3 		$21.5M Buy
1,149,840
+29,154
+3% +$542K 0.4% 51
2016
Q2 		$20M Buy
1,120,686
+37,326
+3% +$665K 0.42% 51
2016
Q1 		$19.2M Sell
1,083,360
-17,802
-2% -$298K 0.43% 48
2015
Q4 		$19.5M Sell
1,101,162
-1,080,072
-50% -$19.3M 0.46% 39
2015
Q3 		$36.5M Sell
2,181,234
-29,004
-1% -$514K 1.05% 12
2015
Q2 		$39.4M Buy
2,210,238
+139,704
+7% +$2.54M 1.09% 11
2015
Q1 		$36.1M Sell
2,070,534
-55,590
-3% -$986K 1.03% 11
2014
Q4 		$37M Buy
2,126,124
+217,794
+11% +$3.7M 1.15% 11
2014
Q3 		$31.7M Buy
1,908,330
+217,680
+13% +$3.62M 0.93% 16
2014
Q2 		$27.9M Buy
1,690,650
+137,910
+9% +$2.19M 0.97% 15
2014
Q1 		$24.2M Buy
1,552,740
+159,318
+11% +$2.47M 0.91% 16
2013
Q4 		$21.6M Buy
1,393,422
+121,416
+10% +$1.79M 0.88% 17
2013
Q3 		$17.9M Buy
1,272,006
+168,708
+15% +$2.32M 0.79% 23
2013
Q2 		$14.4M Buy
+1,103,298
New +$14.6M 0.73% 25

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

Cambridge Investment Research Advisors's VUG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, buying an estimated $39.8M and bringing the position to 3,704,637 shares worth $319M. The position accounts for 0.72% of the portfolio, ranked #16.

Cambridge Investment Research Advisors first reported a position in VUG in Q2 2013 and has held it in 52 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cambridge Investment Research Advisors held 3,704,637 shares of Vanguard Morningstar Growth ETF worth $319M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 473,163 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $39.8M.
  • Vanguard Morningstar Growth ETF made up 0.72% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #16 holding.
  • Cambridge Investment Research Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.