Daybright Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Daybright Advisory Services’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	$2.2M	Buy	25,776 +588	+2%	+$49.5K	0.52%	34
2026 Q1	$1.83M	Sell	25,188 -4,206	-14%	-$327K	0.51%	36
2025 Q4	$2.39M	Buy	+29,394	New	+$2.39M	0.64%	31

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

Daybright Advisory Services's VUG Position: Q2 2026 in Review

Daybright Advisory Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q2 2026, buying an estimated $49.5K and bringing the position to 25,776 shares worth $2.2M. The position accounts for 0.52% of the portfolio, ranked #34.

Daybright Advisory Services first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.39M in Q4 2025. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Daybright Advisory Services held 25,776 shares of Vanguard Morningstar Growth ETF worth $2.2M as of Q2 2026.
Daybright Advisory Services bought 588 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $49.5K.
Vanguard Morningstar Growth ETF made up 0.52% of Daybright Advisory Services's portfolio in Q2 2026, its #34 holding.
Daybright Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
Daybright Advisory Services's Vanguard Morningstar Growth ETF position peaked at $2.39M in Q4 2025.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.