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Checchi Capital Advisers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Checchi Capital Advisers’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 		$62.7M Buy
727,809
+676,401
+1,316% +$56.9M 2.82% 4
2026
Q1 		$3.74M Sell
51,408
-737,352
-93% -$57.4M 0.19% 94
2025
Q4 		$64.1M Sell
788,760
-27,696
-3% -$2.25M 3.28% 3
2025
Q3 		$65.3M Buy
816,456
+757,794
+1,292% +$57.9M 3.39% 3
2025
Q2 		$4.29M Sell
58,662
-20,526
-26% -$1.35M 0.24% 80
2025
Q1 		$4.89M Sell
79,188
-920,466
-92% -$62.1M 0.26% 71
2024
Q4 		$68.4M Buy
999,654
+931,968
+1,377% +$62.6M 3.98% 3
2024
Q3 		$4.33M Sell
67,686
-860,262
-93% -$53.3M 0.24% 73
2024
Q2 		$57.8M Buy
927,948
+87,876
+10% +$5.12M 2.9% 4
2024
Q1 		$48.2M Sell
840,072
-7,692
-0.9% -$423K 3.76% 1
2023
Q4 		$43.9M Buy
847,764
+25,254
+3% +$1.22M 3.57% 1
2023
Q3 		$37.3M Buy
822,510
+69,372
+9% +$3.28M 3.46% 1
2023
Q2 		$35.5M Buy
753,138
+695,904
+1,216% +$30.2M 3.18% 2
2023
Q1 		$2.38M Buy
57,234
+1,062
+2% +$41.3K 0.23% 89
2022
Q4 		$2M Sell
56,172
-312,138
-85% -$11.5M 0.21% 96
2022
Q3 		$13.1M Buy
368,310
+359,274
+3,976% +$14.4M 1.23% 12
2022
Q2 		$379K Buy
9,036
+4,332
+92% +$178K 0.03% 357
2022
Q1 		$225K Sell
4,704
-468,330
-99% -$22.2M 0.02% 492
2021
Q4 		$25.3M Buy
473,034
+44,796
+10% +$2.33M 2.22% 6
2021
Q3 		$20.7M Buy
428,238
+423,492
+8,923% +$21.1M 2.05% 7
2021
Q2 		$227K Hold
4,746
– – 0.02% 468
2021
Q1 		$203K Sell
4,746
-21,306
-82% -$912K 0.02% 484
2020
Q4 		$1.1M Sell
26,052
-44,502
-63% -$1.78M 0.11% 125
2020
Q3 		$2.68M Buy
70,554
+10,398
+17% +$384K 0.3% 53
2020
Q2 		$2.03M Buy
+60,156
New +$1.85M 0.24% 68
2020
Q1 		– Sell
-130,446
Closed -$3.96M – 468
2019
Q4 		$3.96M Sell
130,446
-588
-0.4% -$17K 0.53% 29
2019
Q3 		$3.63M Buy
131,034
+55,890
+74% +$1.55M 0.47% 29
2019
Q2 		$2.05M Buy
+75,144
New +$2.01M 0.26% 59
2018
Q4 		– Sell
-148,296
Closed -$3.98M – 448
2018
Q3 		$3.98M Buy
148,296
+64,296
+77% +$1.68M 0.46% 25
2018
Q2 		$2.1M Buy
84,000
+6,408
+8% +$157K 0.26% 54
2018
Q1 		$1.83M Sell
77,592
-65,412
-46% -$1.59M 0.24% 61
2017
Q4 		$3.35M Buy
143,004
+128,784
+906% +$2.96M 0.45% 27
2017
Q3 		$315K Sell
14,220
-16,452
-54% -$358K 0.03% 262
2017
Q2 		$649K Buy
30,672
+14,628
+91% +$306K 0.07% 137
2017
Q1 		$325K Buy
16,044
+3,960
+33% +$78.1K 0.04% 260
2016
Q4 		$225K Sell
12,084
-3,216
-21% -$59.5K 0.03% 330
2016
Q3 		$286K Buy
15,300
+54
+0.4% +$1K 0.03% 266
2016
Q2 		$272K Buy
15,246
+846
+6% +$15.1K 0.03% 259
2016
Q1 		$255K Sell
14,400
-32,016
-69% -$537K 0.06% 271
2015
Q4 		$823K Buy
+46,416
New +$831K 0.21% 91
2015
Q2 		– Sell
-21,426
Closed -$374K – 383
2015
Q1 		$374K Sell
21,426
-1,062
-5% -$18.8K 0.11% 178
2014
Q4 		$391K Sell
22,488
-684
-3% -$11.6K 0.15% 150
2014
Q3 		$385K Buy
+23,172
New +$386K 0.16% 129
2014
Q2 		– Sell
-49,206
Closed -$767K – 260
2014
Q1 		$767K Buy
+49,206
New +$764K 0.47% 50

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

Checchi Capital Advisers's VUG Position: Q2 2026 in Review

Checchi Capital Advisers increased its Vanguard Morningstar Growth ETF (VUG) stake by 1,316% in Q2 2026, buying an estimated $56.9M and bringing the position to 727,809 shares worth $62.7M. The position accounts for 2.82% of the portfolio, ranked #4.

Checchi Capital Advisers first reported a position in VUG in Q1 2014 and has held it in 44 quarters since. The position peaked at $68.4M in Q4 2024. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Checchi Capital Advisers held 727,809 shares of Vanguard Morningstar Growth ETF worth $62.7M as of Q2 2026.
  • Checchi Capital Advisers bought 676,401 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $56.9M.
  • Vanguard Morningstar Growth ETF made up 2.82% of Checchi Capital Advisers's portfolio in Q2 2026, its #4 holding.
  • Checchi Capital Advisers first reported a position in Vanguard Morningstar Growth ETF in Q1 2014 and has held it in 44 quarters since.
  • Checchi Capital Advisers's Vanguard Morningstar Growth ETF position peaked at $68.4M in Q4 2024.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.