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Elevated Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Elevated Capital 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 		$13.4M Buy
155,917
+1,111
+0.7% +$93.5K 3.69% 1
2026
Q1 		$11.3M Buy
154,806
+4,110
+3% +$320K 2.84% 3
2025
Q4 		$12.3M Sell
150,696
-7,050
-4% -$572K 2.86% 3
2025
Q3 		$12.6M Sell
157,746
-2,904
-2% -$222K 3.14% 3
2025
Q2 		$9.93M Hold
160,650
– – 2.78% 3
2025
Q1 		$9.93M Sell
160,650
-12,354
-7% -$833K 2.78% 3
2024
Q4 		$11.8M Buy
173,004
+2,172
+1% +$146K 3.22% 3
2024
Q3 		$10.9M Sell
170,832
-2,274
-1% -$141K 2.9% 1
2024
Q2 		$10.8M Sell
173,106
-9,474
-5% -$552K 3.03% 3
2024
Q1 		$10.5M Buy
182,580
+5,700
+3% +$313K 3% 4
2023
Q4 		$9.16M Buy
176,880
+3,420
+2% +$165K 2.87% 4
2023
Q3 		$7.87M Buy
173,460
+21,078
+14% +$996K 2.68% 5
2023
Q2 		$7.19M Buy
152,382
+14,562
+11% +$631K 2.39% 4
2023
Q1 		$5.73M Buy
137,820
+10,650
+8% +$414K 2.05% 7
2022
Q4 		$4.52M Buy
127,170
+11,250
+10% +$414K 1.72% 13
2022
Q3 		$4.13M Buy
+115,920
New +$4.66M 1.63% 13
2021
Q1 		– Sell
-79,482
Closed -$3.36M – 179
2020
Q4 		$3.36M Sell
79,482
-7,230
-8% -$289K 1.45% 14
2020
Q3 		$3.37M Sell
86,712
-3,540
-4% -$131K 1.58% 14
2020
Q2 		$3.69M Buy
+90,252
New +$2.78M 1.74% 13
2019
Q4 		$1.16M Buy
+38,124
New +$1.1M 1.29% 26
2019
Q1 		$2.81M Buy
+98,520
New +$2.43M 1.86% 11

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

Elevated Capital Advisors's VUG Position: Q2 2026 in Review

Elevated Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.72% in Q2 2026, buying an estimated $93.5K and bringing the position to 155,917 shares worth $13.4M. The position accounts for 3.69% of the portfolio, ranked #1.

Elevated Capital Advisors first reported a position in VUG in Q1 2019 and has held it in 21 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Elevated Capital Advisors held 155,917 shares of Vanguard Morningstar Growth ETF worth $13.4M as of Q2 2026.
  • Elevated Capital Advisors bought 1,111 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $93.5K.
  • Vanguard Morningstar Growth ETF made up 3.69% of Elevated Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Elevated Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 21 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.