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Certuity’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Certuity’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 		$1.67M Sell
19,343
-373
-2% -$31.4K 0.08% 127
2026
Q1 		$1.44M Sell
19,716
-13,590
-41% -$1.06M 0.09% 125
2025
Q4 		$2.71M Buy
33,306
+354
+1% +$28.7K 0.17% 86
2025
Q3 		$2.63M Buy
32,952
+978
+3% +$74.7K 0.18% 81
2025
Q2 		$2.34M Sell
31,974
-150
-0.5% -$9.88K 0.22% 73
2025
Q1 		$1.99M Sell
32,124
-2,820
-8% -$190K 0.21% 78
2024
Q4 		$2.39M Buy
34,944
+1,404
+4% +$94.3K 0.26% 66
2024
Q3 		$2.15M Buy
33,540
+1,968
+6% +$122K 0.23% 83
2024
Q2 		$1.97M Sell
31,572
-30
-0.1% -$1.75K 0.16% 81
2024
Q1 		$1.81M Sell
31,602
-1,680
-5% -$92.4K 0.16% 75
2023
Q4 		$1.72M Buy
33,282
+828
+3% +$40K 0.17% 78
2023
Q3 		$1.47M Hold
32,454
– – 0.17% 67
2023
Q2 		$1.53M Buy
32,454
+1,386
+4% +$60.1K 0.17% 70
2023
Q1 		$1.29M Sell
31,068
-2,874
-8% -$112K 0.19% 62
2022
Q4 		$1.21M Sell
33,942
-19,518
-37% -$718K 0.19% 63
2022
Q3 		$1.91M Sell
53,460
-3,738
-7% -$150K 0.44% 34
2022
Q2 		$2.13M Sell
57,198
-28,242
-33% -$1.16M 0.55% 32
2022
Q1 		$4.09M Buy
85,440
+1,740
+2% +$82.3K 0.88% 17
2021
Q4 		$4.48M Buy
83,700
+3,594
+4% +$187K 0.96% 17
2021
Q3 		$3.88M Buy
80,106
+16,428
+26% +$818K 0.77% 21
2021
Q2 		$3.04M Buy
63,678
+21,102
+50% +$958K 0.7% 25
2021
Q1 		$1.82M Sell
42,576
-2,334
-5% -$99.9K 0.49% 39
2020
Q4 		$1.9M Buy
44,910
+14,076
+46% +$562K 0.61% 32
2020
Q3 		$1.17M Buy
30,834
+20,520
+199% +$758K 0.46% 40
2020
Q2 		$347K Sell
10,314
-1,626
-14% -$50K 0.16% 95
2020
Q1 		$312K Buy
11,940
+4,476
+60% +$134K 0.17% 94
2019
Q4 		$227K Buy
+7,464
New +$216K 0.11% 150

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

Certuity's VUG Position: Q2 2026 in Review

Certuity reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.9% in Q2 2026, selling an estimated $31.4K and leaving 19,343 shares worth $1.67M. The position accounts for 0.08% of the portfolio, ranked #127.

Certuity first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.48M in Q4 2021. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Certuity held 19,343 shares of Vanguard Morningstar Growth ETF worth $1.67M as of Q2 2026.
  • Certuity sold 373 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $31.4K.
  • Vanguard Morningstar Growth ETF made up 0.08% of Certuity's portfolio in Q2 2026, its #127 holding.
  • Certuity first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Certuity's Vanguard Morningstar Growth ETF position peaked at $4.48M in Q4 2021.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.