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

Csenge 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	$9.6M	Sell	111,427 -1,967	-2%	-$166K	0.39%	48
2026 Q1	$8.25M	Sell	113,394 -1,908	-2%	-$148K	0.38%	48
2025 Q4	$9.38M	Buy	115,302 +10,866	+10%	+$882K	0.42%	41
2025 Q3	$8.35M	Sell	104,436 -34,008	-25%	-$2.6M	0.4%	49
2025 Q2	$9.53M	Sell	138,444 -1,938	-1%	-$128K	0.5%	36
2025 Q1	$8.24M	Sell	140,382 -4,866	-3%	-$328K	0.47%	41
2024 Q4	$9.94M	Sell	145,248 -19,242	-12%	-$1.29M	0.54%	30
2024 Q3	$10.7M	Buy	164,490 +738	+0.5%	+$45.7K	0.56%	30
2024 Q2	$10.2M	Buy	163,752 +12,642	+8%	+$737K	0.58%	29
2024 Q1	$8.67M	Buy	151,110 +44,190	+41%	+$2.43M	0.49%	38
2023 Q4	$5.54M	Buy	106,920 +17,364	+19%	+$838K	0.35%	54
2023 Q3	$4.06M	Buy	89,556 +7,524	+9%	+$355K	0.28%	69
2023 Q2	$3.87M	Buy	82,032 +16,068	+24%	+$697K	0.26%	75
2023 Q1	$2.74M	Sell	65,964 -78	-0.1%	-$3.03K	0.2%	101
2022 Q4	$2.35M	Sell	66,042 -3,192	-5%	-$117K	0.18%	103
2022 Q3	$2.47M	Sell	69,234 -2,988	-4%	-$120K	0.2%	94
2022 Q2	$2.68M	Sell	72,222 -1,038	-1%	-$42.6K	0.22%	89
2022 Q1	$3.51M	Buy	73,260 +23,136	+46%	+$1.09M	0.28%	69
2021 Q4	$2.4M	Sell	50,124 -15,972	-24%	-$832K	0.21%	89
2021 Q3	$3.23M	Buy	66,096 +15,972	+32%	+$795K	0.27%	74
2021 Q2	$2.4M	Sell	50,124 -390	-0.8%	-$17.7K	0.21%	89
2021 Q1	$2.29M	Buy	50,514 +252	+0.5%	+$10.8K	0.23%	78
2020 Q4	$2.12M	Sell	50,262 -4,068	-7%	-$162K	0.25%	73
2020 Q3	$2.05M	Sell	54,330 -3,744	-6%	-$138K	0.28%	67
2020 Q2	$1.96M	Sell	58,074 -1,128	-2%	-$34.7K	0.28%	69
2020 Q1	$1.55M	Sell	59,202 -9,198	-13%	-$275K	0.41%	56
2019 Q4	$2.08M	Buy	68,400 +3,456	+5%	+$99.8K	0.53%	37
2019 Q3	$1.8M	Buy	64,944 +55,398	+580%	+$1.54M	0.49%	38
2019 Q2	$260K	Sell	9,546 -450	-5%	-$12K	0.09%	158
2019 Q1	$260K	Buy	9,996 +330	+3%	+$8.14K	0.09%	162
2018 Q4	$216K	Buy	+9,666	New	+$234K	0.08%	173

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

Csenge Advisory Group's VUG Position: Q2 2026 in Review

Csenge Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.7% in Q2 2026, selling an estimated $166K and leaving 111,427 shares worth $9.6M. The position accounts for 0.39% of the portfolio, ranked #48.

Csenge Advisory Group first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.7M in Q3 2024. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Csenge Advisory Group held 111,427 shares of Vanguard Morningstar Growth ETF worth $9.6M as of Q2 2026.
Csenge Advisory Group sold 1,967 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $166K.
Vanguard Morningstar Growth ETF made up 0.39% of Csenge Advisory Group's portfolio in Q2 2026, its #48 holding.
Csenge Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
Csenge Advisory Group's Vanguard Morningstar Growth ETF position peaked at $10.7M in Q3 2024.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.