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CWS Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

CWS Financial 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 		$13M Sell
150,746
-742
-0.5% -$62.4K 2.88% 8
2026
Q1 		$11M Sell
151,488
-3,780
-2% -$294K 2.83% 9
2025
Q4 		$12.6M Sell
155,268
-696
-0.4% -$56.5K 3.43% 6
2025
Q3 		$12.5M Buy
155,964
+8,268
+6% +$632K 3.46% 6
2025
Q2 		$10.8M Buy
147,696
+2,376
+2% +$156K 3.14% 7
2025
Q1 		$8.98M Buy
145,320
+9,396
+7% +$634K 2.84% 8
2024
Q4 		$9.3M Buy
135,924
+8,988
+7% +$604K 3.01% 8
2024
Q3 		$8.12M Buy
126,936
+5,880
+5% +$364K 2.88% 8
2024
Q2 		$7.55M Buy
121,056
+11,262
+10% +$657K 2.97% 8
2024
Q1 		$6.3M Buy
109,794
+7,068
+7% +$389K 2.58% 9
2023
Q4 		$5.32M Buy
102,726
+1,680
+2% +$81.1K 2% 10
2023
Q3 		$4.59M Buy
101,046
+3,306
+3% +$156K 1.84% 10
2023
Q2 		$4.61M Buy
97,740
+6,978
+8% +$303K 1.75% 10
2023
Q1 		$3.77M Buy
90,762
+47,088
+108% +$1.83M 1.5% 10
2022
Q4 		$1.87M Sell
43,674
-48,018
-52% -$1.77M 0.81% 12
2022
Q3 		$3.27M Buy
91,692
+9,906
+12% +$398K 1.57% 10
2022
Q2 		$3.04M Buy
81,786
+7,248
+10% +$298K 1.39% 10
2022
Q1 		$3.57M Buy
74,538
+6,120
+9% +$289K 1.35% 7
2021
Q4 		$3.66M Buy
+68,418
New +$3.56M 1.29% 8
2021
Q2 		$2.51M Buy
52,596
+8,922
+20% +$405K 1% 10
2021
Q1 		$1.87M Buy
43,674
+12,534
+40% +$536K 0.81% 12
2020
Q4 		$1.31M Buy
31,140
+5,556
+22% +$222K 0.76% 15
2020
Q3 		$971K Buy
25,584
+1,968
+8% +$72.7K 0.65% 24
2020
Q2 		$795K Buy
23,616
+5,994
+34% +$184K 0.57% 31
2020
Q1 		$535K Hold
17,622
– – 0.4% 52
2019
Q4 		$535K Buy
+17,622
New +$509K 0.39% 53

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

CWS Financial Advisors's VUG Position: Q2 2026 in Review

CWS Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.49% in Q2 2026, selling an estimated $62.4K and leaving 150,746 shares worth $13M. The position accounts for 2.88% of the portfolio, ranked #8.

CWS Financial Advisors first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • CWS Financial Advisors held 150,746 shares of Vanguard Morningstar Growth ETF worth $13M as of Q2 2026.
  • CWS Financial Advisors sold 742 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $62.4K.
  • Vanguard Morningstar Growth ETF made up 2.88% of CWS Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • CWS Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.