Etesian Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Etesian Wealth Advisors’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	$316K	Sell	3,672 -66	-2%	-$5.55K	0.09%	113
2026 Q1	$272K	Buy	3,738 +24	+0.6%	+$1.87K	0.09%	119
2025 Q4	$302K	Hold	3,714	–	–	0.09%	113
2025 Q3	$297K	Sell	3,714 -354	-9%	-$27.1K	0.1%	114
2025 Q2	$297K	Hold	4,068	–	–	0.11%	113
2025 Q1	$251K	Sell	4,068 -6	-0.1%	-$405	0.11%	127
2024 Q4	$279K	Buy	+4,074	New	+$274K	0.12%	127

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

Etesian Wealth Advisors's VUG Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.8% in Q2 2026, selling an estimated $5.55K and leaving 3,672 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #113.

Etesian Wealth Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Etesian Wealth Advisors held 3,672 shares of Vanguard Morningstar Growth ETF worth $316K as of Q2 2026.
Etesian Wealth Advisors sold 66 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.55K.
Vanguard Morningstar Growth ETF made up 0.09% of Etesian Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Etesian Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.