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

Canvas 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	$4.13M	Sell	47,993 -3,115	-6%	-$262K	0.58%	33
2026 Q1	$3.72M	Buy	51,108 +2,646	+5%	+$206K	0.63%	33
2025 Q4	$3.94M	Sell	48,462 -1,584	-3%	-$129K	0.67%	30
2025 Q3	$4.02M	Buy	50,046 +1,290	+3%	+$98.6K	0.73%	27
2025 Q2	$3.7M	Sell	48,756 -552	-1%	-$36.3K	0.73%	30
2025 Q1	$2.89M	Buy	49,308 +3,330	+7%	+$225K	0.74%	32
2024 Q4	$3.15M	Sell	45,978 -2,736	-6%	-$184K	0.79%	30
2024 Q3	$3.12M	Sell	48,714 -4,812	-9%	-$298K	0.86%	28
2024 Q2	$3.2M	Sell	53,526 -450	-0.8%	-$26.2K	0.99%	27
2024 Q1	$2.99M	Sell	53,976 -3,828	-7%	-$211K	1%	26
2023 Q4	$3.01M	Sell	57,804 -37,938	-40%	-$1.83M	1.1%	23
2023 Q3	$4.3M	Sell	95,742 -4,122	-4%	-$195K	1.77%	16
2023 Q2	$4.79M	Buy	99,864 +3,402	+4%	+$148K	1.78%	16
2023 Q1	$4.02M	Sell	96,462 -100,524	-51%	-$3.91M	1.69%	15
2022 Q4	$7.32M	Sell	196,986 -88,194	-31%	-$3.24M	3.06%	8
2022 Q3	$10.6M	Buy	285,180 +14,814	+5%	+$595K	4.5%	6
2022 Q2	$10M	Buy	270,366 +83,616	+45%	+$3.44M	4.04%	7
2022 Q1	$7.89M	Buy	186,750 +169,176	+963%	+$8M	2.88%	7
2021 Q4	$940K	Buy	+17,574	New	+$916K	0.34%	64

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

Canvas Wealth Advisors's VUG Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.1% in Q2 2026, selling an estimated $262K and leaving 47,993 shares worth $4.13M. The position accounts for 0.58% of the portfolio, ranked #33.

Canvas Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.6M in Q3 2022. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Canvas Wealth Advisors held 47,993 shares of Vanguard Morningstar Growth ETF worth $4.13M as of Q2 2026.
Canvas Wealth Advisors sold 3,115 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $262K.
Vanguard Morningstar Growth ETF made up 0.58% of Canvas Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Canvas Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
Canvas Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $10.6M in Q3 2022.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.