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Cornell Pochily Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cornell Pochily Investment 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 		$1.5M Buy
17,411
+209
+1% +$17.6K 0.4% 66
2026
Q1 		$1.25M Sell
17,202
-6
-0% -$467 0.37% 69
2025
Q4 		$1.4M Buy
17,208
+540
+3% +$43.8K 0.41% 66
2025
Q3 		$1.33M Sell
16,668
-12
-0.1% -$917 0.4% 66
2025
Q2 		$1.22M Sell
16,680
-156
-0.9% -$10.3K 0.4% 68
2025
Q1 		$1.04M Sell
16,836
-450
-3% -$30.3K 0.37% 72
2024
Q4 		$1.18M Buy
17,286
+12
+0.1% +$806 0.41% 64
2024
Q3 		$1.11M Sell
17,274
-156
-0.9% -$9.67K 0.38% 72
2024
Q2 		$1.09M Buy
17,430
+414
+2% +$24.1K 0.41% 65
2024
Q1 		$976K Buy
17,016
+48
+0.3% +$2.64K 0.39% 71
2023
Q4 		$879K Sell
16,968
-162
-0.9% -$7.82K 0.36% 76
2023
Q3 		$777K Sell
17,130
-120
-0.7% -$5.67K 0.34% 84
2023
Q2 		$814K Buy
17,250
+12
+0.1% +$520 0.33% 83
2023
Q1 		$717K Buy
17,238
+1,068
+7% +$41.5K 0.31% 92
2022
Q4 		$575K Buy
16,170
+390
+2% +$14.3K 0.26% 101
2022
Q3 		$563K Sell
15,780
-1,674
-10% -$67.3K 0.25% 100
2022
Q2 		$648K Sell
17,454
-624
-3% -$25.6K 0.29% 96
2022
Q1 		$867K Sell
18,078
-324
-2% -$15.3K 0.34% 84
2021
Q4 		$984K Sell
18,402
-504
-3% -$26.3K 0.38% 75
2021
Q3 		$914K Buy
18,906
+1,020
+6% +$50.8K 0.4% 73
2021
Q2 		$855K Buy
17,886
+10,116
+130% +$459K 0.38% 79
2021
Q1 		$333K Sell
7,770
-288
-4% -$12.3K 0.16% 125
2020
Q4 		$340K Buy
8,058
+972
+14% +$38.8K 0.16% 120
2020
Q3 		$269K Buy
+7,086
New +$262K 0.15% 120

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

Cornell Pochily Investment Advisors's VUG Position: Q2 2026 in Review

Cornell Pochily Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q2 2026, buying an estimated $17.6K and bringing the position to 17,411 shares worth $1.5M. The position accounts for 0.4% of the portfolio, ranked #66.

Cornell Pochily Investment Advisors first reported a position in VUG in Q3 2020 and has held it in 24 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cornell Pochily Investment Advisors held 17,411 shares of Vanguard Morningstar Growth ETF worth $1.5M as of Q2 2026.
  • Cornell Pochily Investment Advisors bought 209 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $17.6K.
  • Vanguard Morningstar Growth ETF made up 0.4% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Cornell Pochily Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.