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Carson Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Carson Advisory’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 		$284K Buy
3,292
+124
+4% +$10.4K 0.13% 157
2026
Q1 		$231K Buy
3,168
+156
+5% +$12.1K 0.12% 165
2025
Q4 		$245K Sell
3,012
-54
-2% -$4.38K 0.13% 158
2025
Q3 		$245K Sell
3,066
-120
-4% -$9.17K 0.13% 152
2025
Q2 		$233K Buy
+3,186
New +$210K 0.15% 154
2025
Q1 		– Sell
-3,186
Closed -$218K – 172
2024
Q4 		$218K Sell
3,186
-120
-4% -$8.06K 0.15% 145
2024
Q3 		$212K Hold
3,306
– – 0.13% 164
2024
Q2 		$206K Buy
+3,306
New +$193K 0.14% 154

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

Carson Advisory's VUG Position: Q2 2026 in Review

Carson Advisory increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.9% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,292 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #157.

Carson Advisory first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Carson Advisory held 3,292 shares of Vanguard Morningstar Growth ETF worth $284K as of Q2 2026.
  • Carson Advisory bought 124 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.4K.
  • Vanguard Morningstar Growth ETF made up 0.13% of Carson Advisory's portfolio in Q2 2026, its #157 holding.
  • Carson Advisory first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.