Empower Advisory Group
VUG icon

Empower Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Empower Advisory 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 		$7.01M Buy
81,411
+3,405
+4% +$287K 0.02% 187
2026
Q1 		$5.68M Sell
78,006
-11,148
-13% -$867K 0.01% 182
2025
Q4 		$7.25M Buy
89,154
+8,100
+10% +$657K 0.02% 178
2025
Q3 		$6.48M Sell
81,054
-3,516
-4% -$269K 0.02% 177
2025
Q2 		$6.18M Sell
84,570
-7,614
-8% -$501K 0.02% 177
2025
Q1 		$5.7M Sell
92,184
-834
-0.9% -$56.2K 0.02% 178
2024
Q4 		$6.36M Buy
93,018
+12,096
+15% +$813K 0.02% 178
2024
Q3 		$5.18M Sell
80,922
-876
-1% -$54.3K 0.02% 175
2024
Q2 		$5.1M Sell
81,798
-4,086
-5% -$238K 0.02% 175
2024
Q1 		$4.93M Sell
85,884
-7,344
-8% -$404K 0.02% 176
2023
Q4 		$4.83M Buy
93,228
+4,518
+5% +$218K 0.02% 185
2023
Q3 		$4.03M Sell
88,710
-786
-0.9% -$37.1K 0.02% 185
2023
Q2 		$4.22M Buy
89,496
+21,618
+32% +$937K 0.02% 189
2023
Q1 		$2.82M Buy
+67,878
New +$2.64M 0.01% 202

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

Empower Advisory Group's VUG Position: Q2 2026 in Review

Empower Advisory Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.4% in Q2 2026, buying an estimated $287K and bringing the position to 81,411 shares worth $7.01M. The position accounts for 0.02% of the portfolio, ranked #187.

Empower Advisory Group first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.25M in Q4 2025. 2,895 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Empower Advisory Group held 81,411 shares of Vanguard Morningstar Growth ETF worth $7.01M as of Q2 2026.
  • Empower Advisory Group bought 3,405 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $287K.
  • Vanguard Morningstar Growth ETF made up 0.02% of Empower Advisory Group's portfolio in Q2 2026, its #187 holding.
  • Empower Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Vanguard Morningstar Growth ETF position peaked at $7.25M in Q4 2025.
  • 2,895 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.