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

Clarity Wealth 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	$649K	Sell	7,538 -1,288	-15%	-$108K	0.11%	61
2026 Q1	$643K	Sell	8,826 -1,008	-10%	-$78.4K	0.13%	57
2025 Q4	$800K	Sell	9,834 -450	-4%	-$36.5K	0.16%	49
2025 Q3	$822K	Sell	10,284 -870	-8%	-$66.5K	0.18%	49
2025 Q2	$815K	Sell	11,154 -132	-1%	-$8.69K	0.2%	48
2025 Q1	$698K	Buy	11,286 +3,246	+40%	+$219K	0.19%	47
2024 Q4	$550K	Buy	8,040 +456	+6%	+$30.6K	0.15%	57
2024 Q3	$485K	Buy	7,584 +696	+10%	+$43.1K	0.14%	57
2024 Q2	$429K	Sell	6,888 -90	-1%	-$5.25K	0.14%	59
2024 Q1	$400K	Hold	6,978	–	–	0.14%	62
2023 Q4	$362K	Buy	6,978 +600	+9%	+$29K	0.14%	66
2023 Q3	$290K	Sell	6,378 -294	-4%	-$13.9K	0.13%	61
2023 Q2	$315K	Hold	6,672	–	–	0.14%	59
2023 Q1	$277K	Sell	6,672 -330	-5%	-$12.8K	0.14%	59
2022 Q4	$249K	Sell	7,002 -504	-7%	-$18.5K	0.14%	59
2022 Q3	$267K	Sell	7,506 -420	-5%	-$16.9K	0.16%	51
2022 Q2	$294K	Buy	7,926 +510	+7%	+$21K	0.17%	52
2022 Q1	$355K	Sell	7,416 -42	-0.6%	-$1.99K	0.17%	50
2021 Q4	$398K	Sell	7,458 -36	-0.5%	-$1.88K	0.18%	50
2021 Q3	$362K	Buy	+7,494	New	+$373K	0.18%	50
2021 Q1	–	Sell	-8,574	Closed	-$362K	–	61
2020 Q4	$362K	Sell	8,574 -3,924	-31%	-$157K	0.22%	47
2020 Q3	$474K	Sell	12,498 -1,104	-8%	-$40.8K	0.34%	44
2020 Q2	$458K	Hold	13,602	–	–	0.36%	45
2020 Q1	$355K	Buy	+13,602	New	+$407K	0.37%	42

Other funds holding VUG

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 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 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 Wealth Advisors's VUG Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, selling an estimated $108K and leaving 7,538 shares worth $649K. The position accounts for 0.11% of the portfolio, ranked #61.

Clarity Wealth Advisors first reported a position in VUG in Q1 2020 and has held it in 24 quarters since. The position peaked at $822K in Q3 2025. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Clarity Wealth Advisors held 7,538 shares of Vanguard Morningstar Growth ETF worth $649K as of Q2 2026.
Clarity Wealth Advisors sold 1,288 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $108K.
Vanguard Morningstar Growth ETF made up 0.11% of Clarity Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Clarity Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 24 quarters since.
Clarity Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $822K in Q3 2025.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.