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

Clearstead 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 		$31.5M Sell
366,233
-141,325
-28% -$11.9M 0.3% 70
2026
Q1 		$36.9M Buy
507,558
+340,794
+204% +$26.5M 0.34% 63
2025
Q4 		$13.6M Sell
166,764
-3,348
-2% -$272K 0.17% 110
2025
Q3 		$13.6M Sell
170,112
-2,616
-2% -$200K 0.18% 113
2025
Q2 		$12.6M Sell
172,728
-8,790
-5% -$579K 0.18% 111
2025
Q1 		$11.2M Sell
181,518
-4,536
-2% -$306K 0.17% 117
2024
Q4 		$12.7M Buy
186,054
+15,102
+9% +$1.01M 0.19% 113
2024
Q3 		$10.9M Sell
170,952
-1,596
-0.9% -$98.9K 0.17% 122
2024
Q2 		$10.8M Buy
172,548
+142,674
+478% +$8.32M 0.18% 112
2024
Q1 		$1.71M Buy
29,874
+96
+0.3% +$5.28K 0.08% 168
2023
Q4 		$1.54M Buy
29,778
+5,208
+21% +$251K 0.08% 171
2023
Q3 		$1.12M Buy
24,570
+288
+1% +$13.6K 0.07% 190
2023
Q2 		$1.15M Buy
24,282
+8,652
+55% +$375K 0.07% 190
2023
Q1 		$650K Buy
15,630
+10,428
+200% +$406K 0.05% 225
2022
Q4 		$185K Sell
5,202
-48
-0.9% -$1.77K 0.01% 393
2022
Q3 		$187K Buy
5,250
+3,912
+292% +$157K 0.02% 370
2022
Q2 		$50K Sell
1,338
-1,860
-58% -$76.4K ﹤0.01% 622
2022
Q1 		$153K Sell
3,198
-192
-6% -$9.08K 0.01% 461
2021
Q4 		$181K Sell
3,390
-22,104
-87% -$1.15M 0.01% 412
2021
Q3 		$1.23M Buy
25,494
+25,326
+15,075% +$1.26M 0.09% 149
2021
Q2 		$8K Hold
168
– – ﹤0.01% 829
2021
Q1 		$7K Sell
168
-288
-63% -$12.3K ﹤0.01% 836
2020
Q4 		$19K Hold
456
– – ﹤0.01% 643
2020
Q3 		$17K Hold
456
– – ﹤0.01% 606
2020
Q2 		$15K Sell
456
-1,932
-81% -$59.4K ﹤0.01% 559
2020
Q1 		$62K Buy
+2,388
New +$71.5K 0.01% 383
2018
Q1 		– Sell
-102,132
Closed -$2.39M – 233
2017
Q4 		$2.39M Sell
102,132
-1,746
-2% -$40.1K 0.32% 57
2017
Q3 		$2.3M Buy
103,878
+1,620
+2% +$35.2K 0.3% 64
2017
Q2 		$2.17M Buy
102,258
+1,728
+2% +$36.2K 0.32% 60
2017
Q1 		$2.04M Buy
100,530
+300
+0.3% +$5.92K 0.3% 62
2016
Q4 		$1.86M Buy
+100,230
New +$1.85M 0.3% 61

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

Clearstead Advisors's VUG Position: Q2 2026 in Review

Clearstead Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 28% in Q2 2026, selling an estimated $11.9M and leaving 366,233 shares worth $31.5M. The position accounts for 0.3% of the portfolio, ranked #70.

Clearstead Advisors first reported a position in VUG in Q4 2016 and has held it in 31 quarters since. The position peaked at $36.9M in Q1 2026. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Clearstead Advisors held 366,233 shares of Vanguard Morningstar Growth ETF worth $31.5M as of Q2 2026.
  • Clearstead Advisors sold 141,325 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $11.9M.
  • Vanguard Morningstar Growth ETF made up 0.3% of Clearstead Advisors's portfolio in Q2 2026, its #70 holding.
  • Clearstead Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 31 quarters since.
  • Clearstead Advisors's Vanguard Morningstar Growth ETF position peaked at $36.9M in Q1 2026.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.