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

Carolina 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	$12.4K	Buy	+144	New	+$12.1K	﹤0.01%	178
2025 Q4	–	Sell	-222	Closed	-$17.7K	–	292
2025 Q3	$17.7K	Buy	+222	New	+$17K	0.01%	146
2024 Q1	–	Sell	-24	Closed	-$1.24K	–	251
2023 Q4	$1.24K	Hold	24	–	–	﹤0.01%	214
2023 Q3	$1.09K	Sell	24 -108	-82%	-$5.1K	﹤0.01%	233
2023 Q2	$6.22K	Buy	+132	New	+$5.72K	﹤0.01%	171
2021 Q2	–	Sell	-426	Closed	-$18K	–	321
2021 Q1	$18K	Buy	+426	New	+$18.2K	0.01%	178

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

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

Carolina Wealth Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 144 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: Carolina Wealth Advisors previously reported a position in VUG as recently as Q3 2025.

Carolina Wealth Advisors first reported a position in VUG in Q1 2021 and has held it in 6 quarters since. The position peaked at $18K in Q1 2021. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Carolina Wealth Advisors held 144 shares of Vanguard Morningstar Growth ETF worth $12.4K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Carolina Wealth Advisors position in Q2 2026.
Vanguard Morningstar Growth ETF made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #178 holding.
Carolina Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and has held it in 6 quarters since.
Carolina Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $18K in Q1 2021.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.