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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

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 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. 2,897 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.
  • 2,897 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.