CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.27M | Buy |
96,003
+12,921
| +16% | +$1.09M | 0.11% | 74 |
|
|
2026
Q1 | $6.05M | Hold |
83,082
| – | – | 0.09% | 85 |
|
|
2025
Q4 | $6.76M | Sell |
83,082
-762
| -0.9% | -$61.8K | 0.1% | 75 |
|
|
2025
Q3 | $6.7M | Buy |
83,844
+816
| +1% | +$62.4K | 0.11% | 72 |
|
|
2025
Q2 | $6.07M | Buy |
83,028
+1,320
| +2% | +$86.9K | 0.1% | 76 |
|
|
2025
Q1 | $5.05M | Sell |
81,708
-1,452
| -2% | -$97.9K | 0.09% | 80 |
|
|
2024
Q4 | $5.69M | Buy |
83,160
+1,836
| +2% | +$123K | 0.11% | 67 |
|
|
2024
Q3 | $5.2M | Sell |
81,324
-1,830
| -2% | -$113K | 0.12% | 67 |
|
|
2024
Q2 | $5.18M | Sell |
83,154
-4,098
| -5% | -$239K | 0.11% | 65 |
|
|
2024
Q1 | $5.01M | Buy |
87,252
+1,962
| +2% | +$108K | 0.11% | 63 |
|
|
2023
Q4 | $4.42M | Sell |
85,290
-12,654
| -13% | -$611K | 0.11% | 70 |
|
|
2023
Q3 | $4.45M | Sell |
97,944
-20,742
| -17% | -$980K | 0.12% | 64 |
|
|
2023
Q2 | $5.6M | Sell |
118,686
-31,122
| -21% | -$1.35M | 0.16% | 59 |
|
|
2023
Q1 | $6.23M | Sell |
149,808
-78,414
| -34% | -$3.05M | 0.18% | 56 |
|
|
2022
Q4 | $8.11M | Buy |
+228,222
| New | +$8.4M | 0.3% | 50 |
|
|
2022
Q3 | – | Sell |
-89,808
| Closed | -$3.34M | – | 174 |
|
|
2022
Q2 | $3.34M | Buy |
89,808
+24,474
| +37% | +$1.01M | 0.14% | 68 |
|
|
2022
Q1 | $3.13M | Sell |
65,334
-28,632
| -30% | -$1.35M | 0.11% | 76 |
|
|
2021
Q4 | $5.03M | Buy |
93,966
+1,182
| +1% | +$61.6K | 0.18% | 58 |
|
|
2021
Q3 | $4.49M | Buy |
92,784
+144
| +0.2% | +$7.17K | 0.18% | 59 |
|
|
2021
Q2 | $4.43M | Sell |
92,640
-4,296
| -4% | -$195K | 0.18% | 63 |
|
|
2021
Q1 | $4.15M | Sell |
96,936
-276
| -0.3% | -$11.8K | 0.2% | 61 |
|
|
2020
Q4 | $4.11M | Sell |
97,212
-28,614
| -23% | -$1.14M | 0.2% | 60 |
|
|
2020
Q3 | $4.77M | Sell |
125,826
-1,446
| -1% | -$53.4K | 0.27% | 58 |
|
|
2020
Q2 | $4.29M | Buy |
+127,272
| New | +$3.91M | 0.26% | 56 |
|
|
2019
Q4 | $3.79M | Buy |
124,974
+1,260
| +1% | +$36.4K | 0.3% | 47 |
|
|
2019
Q3 | $3.43M | Buy |
123,714
+2,166
| +2% | +$60.1K | 0.3% | 49 |
|
|
2019
Q2 | $3.31M | Buy |
121,548
+834
| +0.7% | +$22.3K | 0.33% | 48 |
|
|
2019
Q1 | $3.15M | Buy |
120,714
+2,136
| +2% | +$52.7K | 0.34% | 46 |
|
|
2018
Q4 | $2.65M | Hold |
118,578
| – | – | 0.26% | 58 |
|
|
2018
Q3 | $3.18M | Sell |
118,578
-108
| -0.1% | -$2.83K | 0.3% | 48 |
|
|
2018
Q2 | $2.96M | Sell |
118,686
-6,660
| -5% | -$163K | 0.29% | 52 |
|
|
2018
Q1 | $2.96M | Buy |
125,346
+1,380
| +1% | +$33.6K | 0.3% | 48 |
|
|
2017
Q4 | $2.91M | Sell |
123,966
-3,432
| -3% | -$78.8K | 0.3% | 46 |
|
|
2017
Q3 | $2.82M | Buy |
127,398
+48
| +0% | +$1.04K | 0.3% | 42 |
|
|
2017
Q2 | $2.7M | Sell |
127,350
-2,904
| -2% | -$60.8K | 0.3% | 44 |
|
|
2017
Q1 | $2.64M | Buy |
130,254
+1,110
| +0.9% | +$21.9K | 0.3% | 48 |
|
|
2016
Q4 | $2.4M | Sell |
129,144
-3,600
| -3% | -$66.6K | 0.27% | 51 |
|
|
2016
Q3 | $2.48M | Sell |
132,744
-4,182
| -3% | -$77.8K | 0.3% | 47 |
|
|
2016
Q2 | $2.45M | Buy |
136,926
+8,370
| +7% | +$149K | 0.35% | 43 |
|
|
2016
Q1 | $2.28M | Sell |
128,556
-552
| -0.4% | -$9.25K | 0.36% | 44 |
|
|
2015
Q4 | $2.29M | Buy |
129,108
+3,402
| +3% | +$60.9K | 0.38% | 47 |
|
|
2015
Q3 | $2.1M | Sell |
125,706
-11,016
| -8% | -$195K | 0.39% | 43 |
|
|
2015
Q2 | $2.44M | Sell |
136,722
-3,846
| -3% | -$69.9K | 0.49% | 32 |
|
|
2015
Q1 | $2.45M | Sell |
140,568
-4,398
| -3% | -$78K | 0.55% | 30 |
|
|
2014
Q4 | $2.52M | Sell |
144,966
-15,414
| -10% | -$262K | 0.55% | 28 |
|
|
2014
Q3 | $2.66M | Sell |
160,380
-13,422
| -8% | -$224K | 0.57% | 31 |
|
|
2014
Q2 | $2.87M | Sell |
173,802
-2,538
| -1% | -$40.2K | 0.56% | 33 |
|
|
2014
Q1 | $2.75M | Buy |
176,340
+9,600
| +6% | +$149K | 0.61% | 32 |
|
|
2013
Q4 | $2.59M | Buy |
166,740
+4,878
| +3% | +$72.1K | 0.65% | 33 |
|
|
2013
Q3 | $2.28M | Buy |
+161,862
| New | +$2.23M | 0.62% | 32 |
|
Other funds holding VUG
EWA
CLA (CliftonLarsonAllen) Wealth Advisors's VUG Position: Q2 2026 in Review
CLA (CliftonLarsonAllen) Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, buying an estimated $1.09M and bringing the position to 96,003 shares worth $8.27M. The position accounts for 0.11% of the portfolio, ranked #74.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VUG in Q3 2013 and has held it in 50 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors held 96,003 shares of Vanguard Morningstar Growth ETF worth $8.27M as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors bought 12,921 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.09M.
- Vanguard Morningstar Growth ETF made up 0.11% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #74 holding.
- CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2013 and has held it in 50 quarters since.
- 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.