Compton Wealth Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Compton Wealth Advisory Group’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	$6.73M	Sell	78,136 -1,526	-2%	-$128K	1.36%	22
2026 Q1	$5.86M	Sell	79,662 -528	-0.7%	-$41.1K	1.31%	23
2025 Q4	$6.52M	Sell	80,190 -7,116	-8%	-$577K	1.43%	21
2025 Q3	$6.98M	Buy	87,306 +14,424	+20%	+$1.1M	1.62%	19
2025 Q2	$5.33M	Buy	72,882 +6,036	+9%	+$397K	1.35%	21
2025 Q1	$4.13M	Buy	66,846 +14,568	+28%	+$982K	1.15%	23
2024 Q4	$3.58M	Sell	52,278 -558	-1%	-$37.5K	0.92%	23
2024 Q3	$3.38M	Buy	52,836 +420	+0.8%	+$26K	0.85%	27
2024 Q2	$3.27M	Buy	52,416 +4,332	+9%	+$253K	0.87%	24
2024 Q1	$2.76M	Buy	48,084 +822	+2%	+$45.2K	0.76%	27
2023 Q4	$2.45M	Sell	47,262 -29,010	-38%	-$1.4M	0.77%	26
2023 Q3	$3.46M	Buy	+76,272	New	+$3.6M	1.19%	19

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Compton Wealth Advisory Group's VUG Position: Q2 2026 in Review

Compton Wealth Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.9% in Q2 2026, selling an estimated $128K and leaving 78,136 shares worth $6.73M. The position accounts for 1.36% of the portfolio, ranked #22.

Compton Wealth Advisory Group first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.98M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Compton Wealth Advisory Group held 78,136 shares of Vanguard Morningstar Growth ETF worth $6.73M as of Q2 2026.
Compton Wealth Advisory Group sold 1,526 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $128K.
Vanguard Morningstar Growth ETF made up 1.36% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #22 holding.
Compton Wealth Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
Compton Wealth Advisory Group's Vanguard Morningstar Growth ETF position peaked at $6.98M in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.