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Emerald Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Emerald 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 		$8.75M Buy
101,551
+97
+0.1% +$8.16K 1.1% 6
2026
Q1 		$7.39M Sell
101,454
-1,128
-1% -$87.8K 0.91% 6
2025
Q4 		$8.34M Sell
102,582
-11,454
-10% -$930K 1.13% 6
2025
Q3 		$9.12M Buy
114,036
+3,912
+4% +$299K 1.21% 4
2025
Q2 		$8.05M Buy
110,124
+2,256
+2% +$149K 1.03% 5
2025
Q1 		$6.67M Buy
107,868
+4,686
+5% +$316K 0.89% 6
2024
Q4 		$7.06M Buy
103,182
+1,248
+1% +$83.8K 0.97% 4
2024
Q3 		$6.66M Buy
101,934
+3,930
+4% +$244K 0.96% 6
2024
Q2 		$6.11M Sell
98,004
-4,866
-5% -$284K 0.93% 6
2024
Q1 		$5.9M Sell
102,870
-1,680
-2% -$92.4K 1.05% 7
2023
Q4 		$5.42M Buy
104,550
+1,368
+1% +$66K 1.03% 6
2023
Q3 		$4.68M Sell
103,182
-5,640
-5% -$266K 1.09% 6
2023
Q2 		$5.13M Buy
108,822
+2,046
+2% +$88.7K 1.23% 6
2023
Q1 		$4.44M Sell
106,776
-8,172
-7% -$318K 1.14% 6
2022
Q4 		$4.08M Sell
114,948
-15,042
-12% -$553K 1.13% 5
2022
Q3 		$4.63M Buy
129,990
+5,244
+4% +$211K 1.35% 3
2022
Q2 		$4.63M Buy
124,746
+11,274
+10% +$463K 1.29% 3
2022
Q1 		$5.44M Buy
113,472
+5,094
+5% +$241K 1.28% 2
2021
Q4 		$5.8M Sell
108,378
-18,732
-15% -$976K 1.4% 2
2021
Q3 		$6.15M Buy
127,110
+4,884
+4% +$243K 1.75% 3
2021
Q2 		$5.84M Buy
122,226
+11,316
+10% +$514K 1.82% 3
2021
Q1 		$4.75M Buy
110,910
+21,492
+24% +$919K 1.72% 3
2020
Q4 		$3.77M Sell
89,418
-31,440
-26% -$1.25M 1.3% 6
2020
Q3 		$4.58M Buy
120,858
+3,558
+3% +$131K 1.75% 3
2020
Q2 		$3.95M Buy
117,300
+3,174
+3% +$97.6K 1.74% 4
2020
Q1 		$3.52M Buy
114,126
+76,848
+206% +$2.3M 1.59% 5
2019
Q4 		$1.17M Buy
+37,278
New +$1.08M 1.11% 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

Emerald Advisors's VUG Position: Q2 2026 in Review

Emerald Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.1% in Q2 2026, buying an estimated $8.16K and bringing the position to 101,551 shares worth $8.75M. The position accounts for 1.1% of the portfolio, ranked #6.

Emerald Advisors first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.12M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Emerald Advisors held 101,551 shares of Vanguard Morningstar Growth ETF worth $8.75M as of Q2 2026.
  • Emerald Advisors bought 97 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.16K.
  • Vanguard Morningstar Growth ETF made up 1.1% of Emerald Advisors's portfolio in Q2 2026, its #6 holding.
  • Emerald Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Emerald Advisors's Vanguard Morningstar Growth ETF position peaked at $9.12M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.