Farther Finance Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Farther Finance 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	$39.2M	Buy	455,234 +59,942	+15%	+$5.04M	0.31%	59
2026 Q1	$29.1M	Buy	395,292 +45,174	+13%	+$3.51M	0.27%	70
2025 Q4	$28.5M	Buy	350,118 +215,478	+160%	+$17.5M	0.31%	64
2025 Q3	$10.8M	Buy	134,640 +25,938	+24%	+$1.98M	0.16%	110
2025 Q2	$7.94M	Buy	108,702 +12,186	+13%	+$802K	0.16%	119
2025 Q1	$6.02M	Buy	96,516 +3,162	+3%	+$213K	0.15%	131
2024 Q4	$6.39M	Buy	93,354 +4,842	+5%	+$325K	0.23%	90
2024 Q3	$5.66M	Buy	88,512 +20,862	+31%	+$1.29M	0.21%	91
2024 Q2	$4.25M	Buy	67,650 +10,836	+19%	+$632K	0.21%	86
2024 Q1	$3.26M	Sell	56,814 -7,146	-11%	-$393K	0.2%	95
2023 Q4	$3.31M	Buy	63,960 +28,338	+80%	+$1.37M	0.24%	83
2023 Q3	$1.62M	Buy	35,622 +20,280	+132%	+$958K	0.25%	78
2023 Q2	$724K	Buy	15,342 +2,664	+21%	+$116K	0.16%	121
2023 Q1	$527K	Buy	12,678 +2,448	+24%	+$95.2K	0.15%	123
2022 Q4	$363K	Buy	+10,230	New	+$376K	0.14%	140

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

Farther Finance Advisors's VUG Position: Q2 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, buying an estimated $5.04M and bringing the position to 455,234 shares worth $39.2M. The position accounts for 0.31% of the portfolio, ranked #59.

Farther Finance Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Farther Finance Advisors held 455,234 shares of Vanguard Morningstar Growth ETF worth $39.2M as of Q2 2026.
Farther Finance Advisors bought 59,942 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.04M.
Vanguard Morningstar Growth ETF made up 0.31% of Farther Finance Advisors's portfolio in Q2 2026, its #59 holding.
Farther Finance Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.