Emergent Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Emergent Wealth 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	$10.5M	Buy	121,249 +8,371	+7%	+$704K	5.46%	3
2026 Q1	$8.22M	Buy	112,878 +36,708	+48%	+$2.86M	4.86%	4
2025 Q4	$6.19M	Buy	76,170 +1,086	+1%	+$88.1K	3.48%	5
2025 Q3	$6M	Buy	75,084 +1,440	+2%	+$110K	3.48%	6
2025 Q2	$5.48M	Buy	73,644 +960	+1%	+$63.2K	3.5%	7
2025 Q1	$4.49M	Buy	72,684 +3,624	+5%	+$244K	3.25%	6
2024 Q4	$4.72M	Buy	69,060 +1,200	+2%	+$80.6K	3.42%	7
2024 Q3	$4.35M	Buy	67,860 +4,710	+7%	+$292K	3.21%	8
2024 Q2	$3.94M	Buy	63,150 +8,070	+15%	+$471K	3.16%	9
2024 Q1	$3.16M	Sell	55,080 -23,322	-30%	-$1.28M	2.72%	9
2023 Q4	$4.06M	Buy	+78,402	New	+$3.78M	3.79%	6

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

Emergent Wealth Advisors's VUG Position: Q2 2026 in Review

Emergent Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.4% in Q2 2026, buying an estimated $704K and bringing the position to 121,249 shares worth $10.5M. The position accounts for 5.46% of the portfolio, ranked #3.

Emergent Wealth Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Emergent Wealth Advisors held 121,249 shares of Vanguard Morningstar Growth ETF worth $10.5M as of Q2 2026.
Emergent Wealth Advisors bought 8,371 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $704K.
Vanguard Morningstar Growth ETF made up 5.46% of Emergent Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Emergent Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.