Ethos Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ethos Financial 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	$3.96M	Buy	47,374 +25,078	+112%	+$2.11M	0.27%	84
2026 Q1	$1.57M	Sell	22,296 -99,474	-82%	-$7.74M	0.11%	158
2025 Q4	$9.9M	Sell	121,770 -1,302	-1%	-$106K	0.73%	35
2025 Q3	$9.85M	Buy	123,072 +96,450	+362%	+$7.37M	0.77%	33
2025 Q2	$1.95M	Sell	26,622 -114,780	-81%	-$7.56M	0.17%	120
2025 Q1	$9.53M	Buy	141,402 +810	+0.6%	+$54.6K	0.91%	28
2024 Q4	$9.62M	Buy	+140,592	New	+$9.44M	1.25%	22
2024 Q3	–	Sell	-6,720	Closed	-$419K	–	326
2024 Q2	$419K	Buy	+6,720	New	+$392K	0.07%	159
2024 Q1	–	Sell	-151,884	Closed	-$7.87M	–	308
2023 Q4	$7.87M	Buy	151,884 +146,484	+2,713%	+$7.07M	1.67%	16
2023 Q3	$245K	Buy	+5,400	New	+$255K	0.06%	149

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

Ethos Financial Group's VUG Position: Q2 2026 in Review

Ethos Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 112% in Q2 2026, buying an estimated $2.11M and bringing the position to 47,374 shares worth $3.96M. The position accounts for 0.27% of the portfolio, ranked #84.

Ethos Financial Group first reported a position in VUG in Q3 2023 and has held it in 10 quarters since. The position peaked at $9.9M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Ethos Financial Group held 47,374 shares of Vanguard Morningstar Growth ETF worth $3.96M as of Q2 2026.
Ethos Financial Group bought 25,078 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.11M.
Vanguard Morningstar Growth ETF made up 0.27% of Ethos Financial Group's portfolio in Q2 2026, its #84 holding.
Ethos Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 10 quarters since.
Ethos Financial Group's Vanguard Morningstar Growth ETF position peaked at $9.9M in Q4 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.