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Cardiff Park Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cardiff Park 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 		$12.9M Buy
150,100
+14,332
+11% +$1.21M 1% 20
2026
Q1 		$9.88M Sell
135,768
-16,062
-11% -$1.25M 0.79% 28
2025
Q4 		$12.3M Sell
151,830
-2,778
-2% -$225K 1.01% 20
2025
Q3 		$12.4M Buy
154,608
+3,528
+2% +$270K 0.95% 19
2025
Q2 		$11M Buy
151,080
+36,786
+32% +$2.42M 0.95% 20
2025
Q1 		$7.06M Sell
114,294
-53,130
-32% -$3.58M 0.68% 30
2024
Q4 		$11.5M Buy
167,424
+25,374
+18% +$1.7M 1.09% 15
2024
Q3 		$9.09M Buy
142,050
+29,094
+26% +$1.8M 0.81% 21
2024
Q2 		$7.04M Sell
112,956
-1,248
-1% -$72.8K 0.67% 28
2024
Q1 		$6.55M Buy
114,204
+4,302
+4% +$237K 0.62% 30
2023
Q4 		$5.69M Sell
109,902
-9,102
-8% -$439K 0.63% 31
2023
Q3 		$5.4M Buy
119,004
+18,066
+18% +$853K 0.68% 29
2023
Q2 		$4.76M Sell
100,938
-6,384
-6% -$277K 0.58% 30
2023
Q1 		$4.46M Buy
107,322
+9,654
+10% +$375K 0.59% 33
2022
Q4 		$3.47M Buy
97,668
+5,706
+6% +$210K 0.48% 39
2022
Q3 		$3.28M Sell
91,962
-2,448
-3% -$98.4K 0.51% 35
2022
Q2 		$3.51M Sell
94,410
-2,958
-3% -$122K 0.53% 33
2022
Q1 		$4.67M Buy
97,368
+14,484
+17% +$685K 0.66% 26
2021
Q4 		$4.43M Buy
+82,884
New +$4.32M 0.58% 27

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

Cardiff Park Advisors's VUG Position: Q2 2026 in Review

Cardiff Park Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, buying an estimated $1.21M and bringing the position to 150,100 shares worth $12.9M. The position accounts for 1% of the portfolio, ranked #20.

Cardiff Park Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cardiff Park Advisors held 150,100 shares of Vanguard Morningstar Growth ETF worth $12.9M as of Q2 2026.
  • Cardiff Park Advisors bought 14,332 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.21M.
  • Vanguard Morningstar Growth ETF made up 1% of Cardiff Park Advisors's portfolio in Q2 2026, its #20 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.