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CGC Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

CGC Financial Services’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 		$2.74M Buy
31,776
+4,080
+15% +$343K 0.62% 16
2026
Q1 		$2.02M Buy
27,696
+2,010
+8% +$156K 0.58% 13
2025
Q4 		$2.09M Buy
25,686
+4,116
+19% +$334K 0.56% 14
2025
Q3 		$1.72M Buy
21,570
+6,330
+42% +$484K 0.48% 15
2025
Q2 		$1.11M Buy
15,240
+1,746
+13% +$115K 0.38% 14
2025
Q1 		$834K Sell
13,494
-486
-3% -$32.8K 0.33% 17
2024
Q4 		$956K Sell
13,980
-1,506
-10% -$101K 0.38% 16
2024
Q3 		$991K Buy
15,486
+960
+7% +$59.5K 0.4% 15
2024
Q2 		$905K Buy
14,526
+2,028
+16% +$118K 0.39% 17
2024
Q1 		$717K Buy
12,498
+648
+5% +$35.6K 0.38% 19
2023
Q4 		$614K Buy
11,850
+2,934
+33% +$142K 0.28% 29
2023
Q3 		$405K Sell
8,916
-66
-0.7% -$3.12K 0.28% 26
2023
Q2 		$424K Buy
+8,982
New +$390K 0.28% 25

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

CGC Financial Services's VUG Position: Q2 2026 in Review

CGC Financial Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, buying an estimated $343K and bringing the position to 31,776 shares worth $2.74M. The position accounts for 0.62% of the portfolio, ranked #16.

CGC Financial Services first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • CGC Financial Services held 31,776 shares of Vanguard Morningstar Growth ETF worth $2.74M as of Q2 2026.
  • CGC Financial Services bought 4,080 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $343K.
  • Vanguard Morningstar Growth ETF made up 0.62% of CGC Financial Services's portfolio in Q2 2026, its #16 holding.
  • CGC Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.