DAS
VUG icon

Dynamic Advisor Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Dynamic Advisor Solutions’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 		$5M Sell
57,996
-9,402
-14% -$791K 0.14% 164
2026
Q1 		$4.91M Sell
67,398
-19,302
-22% -$1.5M 0.15% 152
2025
Q4 		$7.05M Sell
86,700
-22,104
-20% -$1.79M 0.23% 97
2025
Q3 		$8.7M Buy
108,804
+25,716
+31% +$1.97M 0.25% 91
2025
Q2 		$6.07M Buy
83,088
+3,606
+5% +$237K 0.19% 129
2025
Q1 		$4.91M Buy
+79,482
New +$5.36M 0.16% 156
2024
Q4 		– Sell
-92,016
Closed -$5.89M – 910
2024
Q3 		$5.89M Sell
92,016
-2,244
-2% -$139K 0.18% 143
2024
Q2 		$5.88M Sell
94,260
-1,170
-1% -$68.2K 0.19% 136
2024
Q1 		$5.47M Sell
95,430
-5,352
-5% -$294K 0.18% 146
2023
Q4 		$5.06M Buy
100,782
+4,554
+5% +$220K 0.19% 159
2023
Q3 		$4.37M Buy
96,228
+27,480
+40% +$1.3M 0.21% 139
2023
Q2 		$3.24M Buy
68,748
+4,728
+7% +$205K 0.17% 161
2023
Q1 		$2.66M Buy
64,020
+4,644
+8% +$181K 0.16% 169
2022
Q4 		$2.11M Sell
59,376
-4,452
-7% -$164K 0.14% 169
2022
Q3 		$2.28M Sell
63,828
-10,638
-14% -$428K 0.17% 138
2022
Q2 		$2.77M Buy
74,466
+3,372
+5% +$139K 0.21% 109
2022
Q1 		$3.41M Sell
71,094
-6,144
-8% -$291K 0.24% 105
2021
Q4 		$4.13M Sell
77,238
-2,412
-3% -$126K 0.3% 79
2021
Q3 		$3.85M Sell
79,650
-4,188
-5% -$208K 0.29% 79
2021
Q2 		$4.01M Buy
83,838
+6,066
+8% +$275K 0.32% 74
2021
Q1 		$3.33M Buy
77,772
+5,862
+8% +$251K 0.31% 80
2020
Q4 		$3.04M Buy
71,910
+23,586
+49% +$941K 0.28% 96
2020
Q3 		$1.83M Buy
48,324
+26,022
+117% +$961K 0.21% 129
2020
Q2 		$751K Buy
22,302
+13,812
+163% +$425K 0.1% 221
2020
Q1 		$222K Sell
8,490
-2,508
-23% -$75.1K 0.04% 387
2019
Q4 		$334K Buy
+10,998
New +$318K 0.05% 388

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

Dynamic Advisor Solutions's VUG Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, selling an estimated $791K and leaving 57,996 shares worth $5M. The position accounts for 0.14% of the portfolio, ranked #164.

Dynamic Advisor Solutions first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.7M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Dynamic Advisor Solutions held 57,996 shares of Vanguard Morningstar Growth ETF worth $5M as of Q2 2026.
  • Dynamic Advisor Solutions sold 9,402 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $791K.
  • Vanguard Morningstar Growth ETF made up 0.14% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #164 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Dynamic Advisor Solutions's Vanguard Morningstar Growth ETF position peaked at $8.7M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.