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Clarity Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Clarity Capital 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 		$5.74M Buy
66,688
+22
+0% +$1.85K 2.41% 13
2026
Q1 		$4.85M Sell
66,666
-1,212
-2% -$94.3K 2.26% 13
2025
Q4 		$5.52M Sell
67,878
-174
-0.3% -$14.1K 2.76% 13
2025
Q3 		$5.44M Sell
68,052
-174
-0.3% -$13.3K 2.96% 13
2025
Q2 		$4.98M Buy
68,226
+4,506
+7% +$297K 2.91% 13
2025
Q1 		$3.94M Sell
63,720
-1,842
-3% -$124K 2.59% 14
2024
Q4 		$4.48M Buy
65,562
+10,308
+19% +$692K 3% 12
2024
Q3 		$3.54M Buy
55,254
+1,830
+3% +$113K 2.54% 13
2024
Q2 		$3.33M Buy
53,424
+534
+1% +$31.1K 2.57% 13
2024
Q1 		$3.03M Buy
52,890
+1,416
+3% +$77.9K 2.42% 14
2023
Q4 		$2.67M Buy
+51,474
New +$2.48M 2.32% 15

Other funds holding VUG

MG
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
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
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

Clarity Capital Advisors's VUG Position: Q2 2026 in Review

Clarity Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.03% in Q2 2026, buying an estimated $1.85K and bringing the position to 66,688 shares worth $5.74M. The position accounts for 2.41% of the portfolio, ranked #13.

Clarity Capital Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 1,465 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Clarity Capital Advisors held 66,688 shares of Vanguard Morningstar Growth ETF worth $5.74M as of Q2 2026.
  • Clarity Capital Advisors bought 22 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.85K.
  • Vanguard Morningstar Growth ETF made up 2.41% of Clarity Capital Advisors's portfolio in Q2 2026, its #13 holding.
  • Clarity Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,465 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.