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

Cora 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 		$29.9M Buy
346,628
+4,016
+1% +$338K 8.38% 4
2026
Q1 		$24.9M Buy
342,612
+107,628
+46% +$8.37M 8.26% 4
2025
Q4 		$19.1M Buy
234,984
+7,644
+3% +$620K 7.44% 3
2025
Q3 		$18.2M Buy
227,340
+3,978
+2% +$304K 7.73% 3
2025
Q2 		$16.3M Sell
223,362
-3,450
-2% -$227K 7.27% 4
2025
Q1 		$14M Buy
226,812
+4,656
+2% +$314K 6.72% 4
2024
Q4 		$15.2M Buy
222,156
+3,618
+2% +$243K 7.33% 4
2024
Q3 		$14M Sell
218,538
-1,968
-0.9% -$122K 6.89% 4
2024
Q2 		$13.7M Sell
220,506
-828
-0.4% -$48.3K 7.08% 4
2024
Q1 		$12.7M Buy
221,334
+5,262
+2% +$289K 6.78% 4
2023
Q4 		$11.2M Buy
216,072
+3,228
+2% +$156K 6.59% 4
2023
Q3 		$9.66M Buy
212,844
+5,352
+3% +$253K 6.48% 4
2023
Q2 		$9.79M Buy
207,492
+3,738
+2% +$162K 6.5% 3
2023
Q1 		$8.47M Sell
203,754
-2,112
-1% -$82.1K 6.31% 3
2022
Q4 		$7.31M Buy
+205,866
New +$7.57M 5.03% 6

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

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

Cora Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q2 2026, buying an estimated $338K and bringing the position to 346,628 shares worth $29.9M. The position accounts for 8.38% of the portfolio, ranked #4.

Cora Capital Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cora Capital Advisors held 346,628 shares of Vanguard Morningstar Growth ETF worth $29.9M as of Q2 2026.
  • Cora Capital Advisors bought 4,016 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $338K.
  • Vanguard Morningstar Growth ETF made up 8.38% of Cora Capital Advisors's portfolio in Q2 2026, its #4 holding.
  • Cora Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.