Central Valley Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Central Valley 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	$288K	Buy	3,345 +9	+0.3%	+$757	0.07%	158
2026 Q1	$243K	Buy	+3,336	New	+$260K	0.07%	168
2024 Q2	–	Sell	-4,062	Closed	-$233K	–	194
2024 Q1	$233K	Buy	4,062 +6	+0.1%	+$330	0.12%	131
2023 Q4	$210K	Buy	+4,056	New	+$196K	0.12%	133

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Central Valley Advisors's VUG Position: Q2 2026 in Review

Central Valley Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.27% in Q2 2026, buying an estimated $757 and bringing the position to 3,345 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #158.

Central Valley Advisors first reported a position in VUG in Q4 2023 and has held it in 4 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Central Valley Advisors held 3,345 shares of Vanguard Morningstar Growth ETF worth $288K as of Q2 2026.
Central Valley Advisors bought 9 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $757.
Vanguard Morningstar Growth ETF made up 0.07% of Central Valley Advisors's portfolio in Q2 2026, its #158 holding.
Central Valley Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 4 quarters since.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.