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Clarity Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Clarity Financial’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 		$1.05M Buy
12,144
+648
+6% +$54.5K 0.09% 54
2026
Q1 		$837K Sell
11,496
-258
-2% -$20.1K 0.09% 51
2025
Q4 		$956K Buy
11,754
+258
+2% +$20.9K 0.09% 52
2025
Q3 		$919K Sell
11,496
-750
-6% -$57.3K 0.09% 56
2025
Q2 		$895K Hold
12,246
– – 0.1% 53
2025
Q1 		$757K Hold
12,246
– – 0.09% 52
2024
Q4 		$838K Buy
12,246
+3,432
+39% +$231K 0.1% 55
2024
Q3 		$564K Sell
8,814
-2,280
-21% -$141K 0.07% 84
2024
Q2 		$692K Sell
11,094
-192
-2% -$11.2K 0.1% 61
2024
Q1 		$648K Hold
11,286
– – 0.1% 64
2023
Q4 		$585K Buy
11,286
+192
+2% +$9.27K 0.1% 59
2023
Q3 		$504K Buy
11,094
+1,272
+13% +$60.1K 0.08% 65
2023
Q2 		$463K Buy
+9,822
New +$426K 0.07% 71
2023
Q1 		– Sell
-8,838
Closed -$314K – 91
2022
Q4 		$314K Hold
8,838
– – 0.06% 73
2022
Q3 		$315K Hold
8,838
– – 0.07% 68
2022
Q2 		$328K Sell
8,838
-396
-4% -$16.3K 0.07% 69
2022
Q1 		$443K Buy
+9,234
New +$437K 0.09% 68

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Clarity Financial's VUG Position: Q2 2026 in Review

Clarity Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.6% in Q2 2026, buying an estimated $54.5K and bringing the position to 12,144 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #54.

Clarity Financial first reported a position in VUG in Q1 2022 and has held it in 17 quarters since. 1,919 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Clarity Financial held 12,144 shares of Vanguard Morningstar Growth ETF worth $1.05M as of Q2 2026.
  • Clarity Financial bought 648 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $54.5K.
  • Vanguard Morningstar Growth ETF made up 0.09% of Clarity Financial's portfolio in Q2 2026, its #54 holding.
  • Clarity Financial first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,919 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.