Delos Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Delos Wealth 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	$52.2K	Buy	606 +576	+1,920%	+$48.5K	0.03%	123
2026 Q1	$2.18K	Hold	30	–	–	﹤0.01%	240
2025 Q4	$2.44K	Hold	30	–	–	﹤0.01%	223
2025 Q3	$2.4K	Sell	30 -156	-84%	-$11.9K	﹤0.01%	239
2025 Q2	$13.6K	Buy	+186	New	+$12.2K	0.01%	160
2025 Q1	–	Sell	-30	Closed	-$2.05K	–	190
2024 Q4	$2.05K	Hold	30	–	–	﹤0.01%	166
2024 Q3	$1.92K	Hold	30	–	–	﹤0.01%	148
2024 Q2	$1.87K	Hold	30	–	–	﹤0.01%	216
2024 Q1	$1.72K	Hold	30	–	–	﹤0.01%	222
2023 Q4	$1.55K	Hold	30	–	–	﹤0.01%	149
2023 Q3	$1.45K	Hold	30	–	–	﹤0.01%	192
2023 Q2	$1.42K	Hold	30	–	–	﹤0.01%	190
2023 Q1	$1.25K	Sell	30 -936	-97%	-$36.4K	﹤0.01%	207
2022 Q4	$34.3K	Hold	966	–	–	0.05%	69
2022 Q3	$34K	Buy	966 +936	+3,120%	+$37.6K	0.04%	66
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	227
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	245
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	392
2021 Q3	$1K	Buy	+30	New	+$1.49K	﹤0.01%	203

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

Delos Wealth Advisors's VUG Position: Q2 2026 in Review

Delos Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1,920% in Q2 2026, buying an estimated $48.5K and bringing the position to 606 shares worth $52.2K. The position accounts for 0.03% of the portfolio, ranked #123.

Delos Wealth Advisors first reported a position in VUG in Q3 2021 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Delos Wealth Advisors held 606 shares of Vanguard Morningstar Growth ETF worth $52.2K as of Q2 2026.
Delos Wealth Advisors bought 576 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $48.5K.
Vanguard Morningstar Growth ETF made up 0.03% of Delos Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Delos Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 19 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.