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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

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

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. 2,894 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.
  • 2,894 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.