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

Diversify 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	$4.52M	Buy	+54,212	New	+$4.56M	0.08%	234
2026 Q1	–	Sell	-34,656	Closed	-$2.8M	–	857
2025 Q4	$2.8M	Sell	34,656 -918	-3%	-$74.5K	0.09%	173
2025 Q3	$2.98M	Buy	35,574 +6,042	+20%	+$462K	0.1%	158
2025 Q2	$2.28M	Buy	29,532 +948	+3%	+$62.4K	0.09%	168
2025 Q1	$1.8M	Sell	28,584 -1,536	-5%	-$104K	0.11%	129
2024 Q4	$2.04M	Buy	30,120 +7,224	+32%	+$485K	0.11%	127
2024 Q3	$1.5M	Buy	22,896 +1,782	+8%	+$110K	0.08%	195
2024 Q2	$1.37M	Sell	21,114 -756	-3%	-$44.1K	0.07%	195
2024 Q1	$1.25M	Buy	+21,870	New	+$1.2M	0.07%	207

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

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

Diversify Advisory Services opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 54,212 shares worth $4.52M. The stake represents 0.08% of the portfolio and ranks #234 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VUG as recently as Q4 2025.

Diversify Advisory Services first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Diversify Advisory Services held 54,212 shares of Vanguard Morningstar Growth ETF worth $4.52M as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.08% of Diversify Advisory Services's portfolio in Q2 2026, its #234 holding.
Diversify Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 9 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.