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Claro Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Claro 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 		$1.68M Sell
19,539
-15
-0.1% -$1.26K 0.18% 97
2026
Q1 		$1.42M Buy
19,554
+3,276
+20% +$255K 0.17% 107
2025
Q4 		$1.32M Hold
16,278
– – 0.18% 105
2025
Q3 		$1.3M Sell
16,278
-102
-0.6% -$7.79K 0.19% 100
2025
Q2 		$1.2M Buy
16,380
+144
+0.9% +$9.48K 0.2% 100
2025
Q1 		$1M Sell
16,236
-126
-0.8% -$8.5K 0.13% 144
2024
Q4 		$1.12M Sell
16,362
-2,256
-12% -$152K 0.15% 123
2024
Q3 		$1.19M Buy
18,618
+1,590
+9% +$98.6K 0.15% 126
2024
Q2 		$1.06M Buy
17,028
+1,428
+9% +$83.3K 0.17% 116
2024
Q1 		$895K Buy
15,600
+6
+0% +$330 0.16% 152
2023
Q4 		$808K Sell
15,594
-1,356
-8% -$65.5K 0.18% 133
2023
Q3 		$769K Buy
16,950
+42
+0.2% +$1.98K 0.19% 125
2023
Q2 		$798K Hold
16,908
– – 0.2% 124
2023
Q1 		$703K Hold
16,908
– – 0.21% 120
2022
Q4 		$601K Buy
16,908
+1,194
+8% +$43.9K 0.2% 129
2022
Q3 		$584K Hold
15,714
– – 0.23% 111
2022
Q2 		$584K Sell
15,714
-204
-1% -$8.38K 0.23% 111
2022
Q1 		$851K Hold
15,918
– – 0.31% 83
2021
Q4 		$851K Buy
15,918
+2,052
+15% +$107K 0.31% 83
2021
Q3 		$671K Buy
13,866
+348
+3% +$17.3K 0.28% 99
2021
Q2 		$646K Hold
13,518
– – 0.29% 96
2021
Q1 		$579K Sell
13,518
-27,024
-67% -$1.16M 0.29% 93
2020
Q4 		$1.71M Sell
40,542
-1,848
-4% -$73.8K 0.91% 22
2020
Q3 		$1.61M Buy
42,390
+12
+0% +$443 1.02% 17
2020
Q2 		$1.43M Sell
42,378
-3,720
-8% -$114K 0.98% 17
2020
Q1 		$1.2M Sell
46,098
-4,296
-9% -$129K 1.12% 16
2019
Q4 		$1.53M Buy
50,394
+1,350
+3% +$39K 1.18% 18
2019
Q3 		$1.36M Sell
49,044
-30
-0.1% -$832 1.21% 19
2019
Q2 		$1.34M Buy
49,074
+924
+2% +$24.7K 1.23% 18
2019
Q1 		$1.25M Buy
48,150
+498
+1% +$12.3K 1.24% 17
2018
Q4 		$1.28M Buy
+47,652
New +$1.15M 1.02% 17

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

Claro Advisors's VUG Position: Q2 2026 in Review

Claro Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.08% in Q2 2026, selling an estimated $1.26K and leaving 19,539 shares worth $1.68M. The position accounts for 0.18% of the portfolio, ranked #97.

Claro Advisors first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.71M in Q4 2020. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Claro Advisors held 19,539 shares of Vanguard Morningstar Growth ETF worth $1.68M as of Q2 2026.
  • Claro Advisors sold 15 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.26K.
  • Vanguard Morningstar Growth ETF made up 0.18% of Claro Advisors's portfolio in Q2 2026, its #97 holding.
  • Claro Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Claro Advisors's Vanguard Morningstar Growth ETF position peaked at $1.71M in Q4 2020.
  • 2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.