CMA
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Cedar Mountain Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cedar Mountain 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 		$1.85M Buy
21,465
+3,531
+20% +$297K 0.32% 31
2026
Q1 		$1.31M Sell
17,934
-3,024
-14% -$235K 0.26% 31
2025
Q4 		$1.7M Sell
20,958
-72
-0.3% -$5.84K 0.33% 31
2025
Q3 		$1.68M Buy
21,030
+192
+0.9% +$14.7K 0.33% 31
2025
Q2 		$1.52M Sell
20,838
-420
-2% -$27.7K 0.32% 29
2025
Q1 		$1.31M Sell
21,258
-2,268
-10% -$153K 0.29% 29
2024
Q4 		$1.61M Buy
23,526
+24
+0.1% +$1.61K 0.35% 29
2024
Q3 		$1.5M Buy
23,502
+9,756
+71% +$605K 0.34% 27
2024
Q2 		$857K Buy
13,746
+618
+5% +$36K 0.21% 25
2024
Q1 		$753K Buy
13,128
+1,188
+10% +$65.3K 0.19% 27
2023
Q4 		$619K Buy
11,940
+1,056
+10% +$51K 0.17% 29
2023
Q3 		$494K Buy
10,884
+1,296
+14% +$61.2K 0.15% 31
2023
Q2 		$452K Buy
9,588
+942
+11% +$40.9K 0.13% 32
2023
Q1 		$360K Buy
8,646
+390
+5% +$15.2K 0.11% 33
2022
Q4 		$293K Buy
8,256
+18
+0.2% +$662 0.09% 33
2022
Q3 		$294K Buy
8,238
+12
+0.1% +$482 0.1% 31
2022
Q2 		$306K Buy
8,226
+78
+1% +$3.2K 0.1% 31
2022
Q1 		$391K Sell
8,148
-294
-3% -$13.9K 0.12% 30
2021
Q4 		$452K Buy
8,442
+372
+5% +$19.4K 0.14% 28
2021
Q3 		$390K Buy
8,070
+456
+6% +$22.7K 0.13% 28
2021
Q2 		$364K Sell
7,614
-2,340
-24% -$106K 0.12% 28
2021
Q1 		$426K Buy
9,954
+870
+10% +$37.2K 0.14% 27
2020
Q4 		$384K Buy
9,084
+222
+3% +$8.86K 0.14% 28
2020
Q3 		$336K Buy
8,862
+390
+5% +$14.4K 0.14% 29
2020
Q2 		$285K Buy
8,472
+1,002
+13% +$30.8K 0.12% 28
2020
Q1 		$195K Buy
7,470
+534
+8% +$16K 0.1% 32
2019
Q4 		$211K Buy
+6,936
New +$200K 0.09% 31

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

Cedar Mountain Advisors's VUG Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 20% in Q2 2026, buying an estimated $297K and bringing the position to 21,465 shares worth $1.85M. The position accounts for 0.32% of the portfolio, ranked #31.

Cedar Mountain Advisors first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cedar Mountain Advisors held 21,465 shares of Vanguard Morningstar Growth ETF worth $1.85M as of Q2 2026.
  • Cedar Mountain Advisors bought 3,531 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $297K.
  • Vanguard Morningstar Growth ETF made up 0.32% of Cedar Mountain Advisors's portfolio in Q2 2026, its #31 holding.
  • Cedar Mountain Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.