Conservest Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Conservest Capital 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	$1.26M	Sell	14,634 -186	-1%	-$15.7K	0.1%	60
2026 Q1	$1.08M	Hold	14,820	–	–	0.1%	59
2025 Q4	$1.21M	Sell	14,820 -126	-0.8%	-$10.2K	0.11%	54
2025 Q3	$1.19M	Hold	14,946	–	–	0.11%	51
2025 Q2	$1.09M	Sell	14,946 -258	-2%	-$17K	0.11%	50
2025 Q1	$940K	Hold	15,204	–	–	0.1%	49
2024 Q4	$1.04M	Sell	15,204 -378	-2%	-$25.4K	0.11%	45
2024 Q3	$894K	Hold	15,582	–	–	0.09%	51
2024 Q2	$894K	Hold	15,582	–	–	0.1%	51
2024 Q1	$894K	Hold	15,582	–	–	0.09%	51
2023 Q4	$807K	Sell	15,582 -18	-0.1%	-$869	0.09%	54
2023 Q3	$708K	Hold	15,600	–	–	0.09%	55
2023 Q2	$736K	Hold	15,600	–	–	0.09%	55
2023 Q1	$649K	Hold	15,600	–	–	0.08%	53
2022 Q4	$554K	Buy	+15,600	New	+$574K	0.07%	54
2022 Q3	–	Sell	-15,600	Closed	-$627K	–	50
2022 Q2	$580K	Hold	15,600	–	–	0.07%	49
2022 Q1	$748K	Sell	15,600 -2,130	-12%	-$101K	0.08%	48
2021 Q4	$948K	Buy	+17,730	New	+$924K	0.1%	48

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

Conservest Capital Advisors's VUG Position: Q2 2026 in Review

Conservest Capital Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, selling an estimated $15.7K and leaving 14,634 shares worth $1.26M. The position accounts for 0.1% of the portfolio, ranked #60.

Conservest Capital Advisors first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Conservest Capital Advisors held 14,634 shares of Vanguard Morningstar Growth ETF worth $1.26M as of Q2 2026.
Conservest Capital Advisors sold 186 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $15.7K.
Vanguard Morningstar Growth ETF made up 0.1% of Conservest Capital Advisors's portfolio in Q2 2026, its #60 holding.
Conservest Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.