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

DHJJ 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 		$480K Sell
5,576
-118
-2% -$9.93K 0.14% 117
2026
Q1 		$414K Buy
5,694
+270
+5% +$21K 0.14% 120
2025
Q4 		$441K Sell
5,424
-1,890
-26% -$153K 0.15% 113
2025
Q3 		$584K Buy
7,314
+90
+1% +$6.88K 0.2% 91
2025
Q2 		$528K Buy
7,224
+42
+0.6% +$2.77K 0.19% 92
2025
Q1 		$444K Sell
7,182
-6
-0.1% -$405 0.18% 95
2024
Q4 		$492K Hold
7,188
– – 0.19% 88
2024
Q3 		$460K Sell
7,188
-12
-0.2% -$744 0.18% 96
2024
Q2 		$449K Hold
7,200
– – 0.19% 93
2024
Q1 		$413K Buy
7,200
+18
+0.3% +$990 0.18% 94
2023
Q4 		$372K Sell
7,182
-642
-8% -$31K 0.17% 94
2023
Q3 		$355K Sell
7,824
-12
-0.2% -$567 0.18% 92
2023
Q2 		$370K Sell
7,836
-510
-6% -$22.1K 0.19% 98
2023
Q1 		$328K Buy
8,346
+1,560
+23% +$60.7K 0.18% 103
2022
Q4 		$241K Buy
6,786
+1,434
+27% +$52.8K 0.14% 122
2022
Q3 		$221K Buy
+5,352
New +$215K 0.13% 120
2022
Q2 		– Sell
-5,262
Closed -$253K – 138
2022
Q1 		$253K Hold
5,262
– – 0.12% 118
2021
Q4 		$281K Hold
5,262
– – 0.13% 112
2021
Q3 		$254K Sell
5,262
-12
-0.2% -$597 0.13% 108
2021
Q2 		$252K Hold
5,274
– – 0.13% 104
2021
Q1 		$226K Sell
5,274
-24
-0.5% -$1.03K 0.13% 99
2020
Q4 		$224K Buy
+5,298
New +$211K 0.14% 95

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

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

DHJJ Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.1% in Q2 2026, selling an estimated $9.93K and leaving 5,576 shares worth $480K. The position accounts for 0.14% of the portfolio, ranked #117.

DHJJ Financial Advisors first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $584K in Q3 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • DHJJ Financial Advisors held 5,576 shares of Vanguard Morningstar Growth ETF worth $480K as of Q2 2026.
  • DHJJ Financial Advisors sold 118 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.93K.
  • Vanguard Morningstar Growth ETF made up 0.14% of DHJJ Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • DHJJ Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $584K in Q3 2025.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.