Empowered Funds’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Empowered Funds’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	$2.7M	Sell	31,371 -10,167	-24%	-$855K	0.01%	1024
2026 Q1	$3.02M	Buy	+41,538	New	+$3.23M	0.02%	873
2025 Q4	–	Sell	-5,388	Closed	-$431K	–	1905
2025 Q3	$431K	Buy	+5,388	New	+$412K	﹤0.01%	1458
2025 Q1	–	Sell	-3,456	Closed	-$236K	–	1804
2024 Q4	$236K	Buy	+3,456	New	+$232K	﹤0.01%	1456
2023 Q3	–	Sell	-61,398	Closed	-$2.9M	–	1277
2023 Q2	$2.9M	Buy	+61,398	New	+$2.66M	0.1%	286
2021 Q4	–	Sell	-585,738	Closed	-$28.3M	–	297
2021 Q3	$28.3M	Buy	+585,738	New	+$29.1M	3.63%	4

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

Empowered Funds's VUG Position: Q2 2026 in Review

Empowered Funds reduced its Vanguard Morningstar Growth ETF (VUG) stake by 24% in Q2 2026, selling an estimated $855K and leaving 31,371 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #1024.

Empowered Funds first reported a position in VUG in Q3 2021 and has held it in 6 quarters since. The position peaked at $28.3M in Q3 2021. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Empowered Funds held 31,371 shares of Vanguard Morningstar Growth ETF worth $2.7M as of Q2 2026.
Empowered Funds sold 10,167 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $855K.
Vanguard Morningstar Growth ETF made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1024 holding.
Empowered Funds first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 6 quarters since.
Empowered Funds's Vanguard Morningstar Growth ETF position peaked at $28.3M in Q3 2021.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.