Empirical Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Empirical Asset Management’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	$1.08M	Sell	12,591 -55,023	-81%	-$4.63M	0.24%	110
2026 Q1	$929K	Hold	67,614	–	–	0.24%	111
2025 Q4	$1.04M	Buy	67,614 +60	+0.1%	+$4.87K	0.29%	88
2025 Q3	$1.01M	Buy	67,554 +55,536	+462%	+$4.24M	0.28%	92
2025 Q2	$878K	Sell	12,018 -120	-1%	-$7.9K	0.27%	100
2025 Q1	$750K	Buy	12,138 +18	+0.1%	+$1.21K	0.26%	112
2024 Q4	$829K	Hold	12,120	–	–	0.27%	107
2024 Q3	$776K	Hold	12,120	–	–	0.28%	106
2024 Q2	$756K	Buy	12,120 +7,392	+156%	+$431K	0.28%	94
2024 Q1	$271K	Buy	4,728 +72	+2%	+$3.96K	0.13%	213
2023 Q4	$241K	Sell	4,656 -42	-0.9%	-$2.03K	0.2%	156
2023 Q3	$213K	Hold	4,698	–	–	0.19%	152
2023 Q2	$222K	Buy	+4,698	New	+$204K	0.2%	142
2022 Q1	–	Sell	-4,062	Closed	-$217K	–	189
2021 Q4	$217K	Buy	+4,062	New	+$212K	0.21%	140

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

Empirical Asset Management's VUG Position: Q2 2026 in Review

Empirical Asset Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 81% in Q2 2026, selling an estimated $4.63M and leaving 12,591 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #110.

Empirical Asset Management first reported a position in VUG in Q4 2021 and has held it in 14 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Empirical Asset Management held 12,591 shares of Vanguard Morningstar Growth ETF worth $1.08M as of Q2 2026.
Empirical Asset Management sold 55,023 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.63M.
Vanguard Morningstar Growth ETF made up 0.24% of Empirical Asset Management's portfolio in Q2 2026, its #110 holding.
Empirical Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 14 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.