Cumberland Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cumberland 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	$9.16M	Sell	106,358 -3,160	-3%	-$266K	3.23%	8
2026 Q1	$7.97M	Buy	109,518 +300	+0.3%	+$23.3K	3.12%	7
2025 Q4	$8.88M	Buy	109,218 +20,310	+23%	+$1.65M	3.37%	8
2025 Q3	$7.11M	Sell	88,908 -5,040	-5%	-$385K	2.73%	12
2025 Q2	$6.86M	Sell	93,948 -90	-0.1%	-$5.92K	2.89%	9
2025 Q1	$5.81M	Buy	94,038 +288	+0.3%	+$19.4K	2.63%	10
2024 Q4	$6.41M	Buy	93,750 +4,170	+5%	+$280K	2.56%	10
2024 Q3	$5.73M	Buy	89,580 +20,760	+30%	+$1.29M	2.28%	12
2024 Q2	$4.29M	Buy	68,820 +18,840	+38%	+$1.1M	1.76%	13
2024 Q1	$2.87M	Buy	+49,980	New	+$2.75M	1.07%	22

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

Cumberland Advisors's VUG Position: Q2 2026 in Review

Cumberland Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, selling an estimated $266K and leaving 106,358 shares worth $9.16M. The position accounts for 3.23% of the portfolio, ranked #8.

Cumberland Advisors first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cumberland Advisors held 106,358 shares of Vanguard Morningstar Growth ETF worth $9.16M as of Q2 2026.
Cumberland Advisors sold 3,160 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $266K.
Vanguard Morningstar Growth ETF made up 3.23% of Cumberland Advisors's portfolio in Q2 2026, its #8 holding.
Cumberland Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.