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Elevated Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Elevated Financial Group’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 		– Sell
-6,594
Closed -$480K – 144
2026
Q1 		$480K Buy
+6,594
New +$513K 0.16% 77

Other funds holding VUG

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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 22.9% 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 Financial Group's VUG Position: Q2 2026 in Review

Elevated Financial Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 6,594 shares — an estimated $480K sold.

Elevated Financial Group first reported a position in VUG in Q1 2026 and held it in 1 quarter. The position peaked at $480K in Q1 2026. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Elevated Financial Group reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Elevated Financial Group sold 6,594 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $480K.
  • Elevated Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and held it in 1 quarter.
  • Elevated Financial Group's Vanguard Morningstar Growth ETF position peaked at $480K in Q1 2026.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.