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EQ LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

EQ LLC’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 		$219K Buy
+2,539
New +$214K 0.05% 82
2026
Q1 		– Sell
-2,514
Closed -$205K – 79
2025
Q4 		$205K Hold
2,514
– – 0.06% 77
2025
Q3 		$201K Buy
+2,514
New +$192K 0.07% 74

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

EQ LLC's VUG Position: Q2 2026 in Review

EQ LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,539 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #82 among its holdings. This is a return to the name: EQ LLC previously reported a position in VUG as recently as Q4 2025.

EQ LLC first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. 1,538 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • EQ LLC held 2,539 shares of Vanguard Morningstar Growth ETF worth $219K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new EQ LLC position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.05% of EQ LLC's portfolio in Q2 2026, its #82 holding.
  • EQ LLC first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,538 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.