Center For Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Center For Asset Management’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	$681K	Sell	7,901 -19	-0.2%	-$1.6K	0.3%	78
2026 Q1	$577K	Sell	7,920 -36	-0.5%	-$2.8K	0.29%	76
2025 Q4	$647K	Buy	7,956 +54	+0.7%	+$4.38K	0.34%	70
2025 Q3	$632K	Sell	7,902 -1,260	-14%	-$96.3K	0.34%	67
2025 Q2	$632K	Buy	9,162 +1,200	+15%	+$79K	0.39%	56
2025 Q1	$492K	Sell	7,962 -1,452	-15%	-$97.9K	0.3%	73
2024 Q4	$644K	Sell	9,414 -324	-3%	-$21.8K	0.42%	52
2024 Q3	$623K	Buy	9,738 +120	+1%	+$7.44K	0.37%	57
2024 Q2	$600K	Buy	9,618 +6	+0.1%	+$350	0.4%	56
2024 Q1	$551K	Sell	9,612 -978	-9%	-$53.8K	0.45%	50
2023 Q4	$549K	Sell	10,590 -2,250	-18%	-$109K	0.5%	44
2023 Q3	$583K	Sell	12,840 -558	-4%	-$26.4K	0.58%	41
2023 Q2	$632K	Buy	13,398 +330	+3%	+$14.3K	0.6%	38
2023 Q1	$543K	Sell	13,068 -1,974	-13%	-$76.8K	0.53%	50
2022 Q4	$534K	Sell	15,042 -678	-4%	-$24.9K	0.5%	53
2022 Q3	$561K	Sell	15,720 -6,264	-28%	-$252K	0.56%	44
2022 Q2	$817K	Sell	21,984 -29,244	-57%	-$1.2M	0.76%	25
2022 Q1	$2.46M	Sell	51,228 -12,246	-19%	-$579K	1.9%	12
2021 Q4	$3.4M	Sell	63,474 -14,370	-18%	-$749K	2.51%	9
2021 Q3	$3.77M	Sell	77,844 -324	-0.4%	-$16.1K	3.17%	8
2021 Q2	$3.74M	Sell	78,168 -5,886	-7%	-$267K	3.22%	8
2021 Q1	$3.6M	Sell	84,054 -10,236	-11%	-$438K	3.45%	9
2020 Q4	$3.98M	Buy	+94,290	New	+$3.76M	3.97%	8

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

Center For Asset Management's VUG Position: Q2 2026 in Review

Center For Asset Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.24% in Q2 2026, selling an estimated $1.6K and leaving 7,901 shares worth $681K. The position accounts for 0.3% of the portfolio, ranked #78.

Center For Asset Management first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.98M in Q4 2020. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Center For Asset Management held 7,901 shares of Vanguard Morningstar Growth ETF worth $681K as of Q2 2026.
Center For Asset Management sold 19 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.6K.
Vanguard Morningstar Growth ETF made up 0.3% of Center For Asset Management's portfolio in Q2 2026, its #78 holding.
Center For Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
Center For Asset Management's Vanguard Morningstar Growth ETF position peaked at $3.98M in Q4 2020.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.