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Empire Financial Management Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Empire Financial Management Company’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 		$709K Sell
8,236
-758
-8% -$63.8K 0.28% 87
2026
Q1 		$655K Sell
8,994
-72
-0.8% -$5.6K 0.15% 139
2025
Q4 		$737K Hold
9,066
– – 0.16% 128
2025
Q3 		$725K Buy
9,066
+114
+1% +$8.71K 0.17% 130
2025
Q2 		$654K Buy
8,952
+882
+11% +$58.1K 0.19% 126
2025
Q1 		$499K Sell
8,070
-462
-5% -$31.1K 0.15% 143
2024
Q4 		$584K Buy
8,532
+252
+3% +$16.9K 0.18% 133
2024
Q3 		$530K Hold
8,280
– – 0.16% 144
2024
Q2 		$516K Buy
8,280
+564
+7% +$32.9K 0.17% 140
2024
Q1 		$443K Buy
7,716
+48
+0.6% +$2.64K 0.15% 150
2023
Q4 		$397K Sell
7,668
-816
-10% -$39.4K 0.16% 144
2023
Q3 		$385K Sell
8,484
-1,110
-12% -$52.4K 0.17% 138
2023
Q2 		$452K Sell
9,594
-348
-4% -$15.1K 0.18% 127
2023
Q1 		$413K Buy
+9,942
New +$387K 0.17% 136

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 22.9% 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

Empire Financial Management Company's VUG Position: Q2 2026 in Review

Empire Financial Management Company reduced its Vanguard Morningstar Growth ETF (VUG) stake by 8.4% in Q2 2026, selling an estimated $63.8K and leaving 8,236 shares worth $709K. The position accounts for 0.28% of the portfolio, ranked #87.

Empire Financial Management Company first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. The position peaked at $737K in Q4 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Empire Financial Management Company held 8,236 shares of Vanguard Morningstar Growth ETF worth $709K as of Q2 2026.
  • Empire Financial Management Company sold 758 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $63.8K.
  • Vanguard Morningstar Growth ETF made up 0.28% of Empire Financial Management Company's portfolio in Q2 2026, its #87 holding.
  • Empire Financial Management Company first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Empire Financial Management Company's Vanguard Morningstar Growth ETF position peaked at $737K in Q4 2025.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.