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Financial Life Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Life 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 		$14.1M Sell
163,801
-29
-0% -$2.44K 4.01% 10
2026
Q1 		$11.9M Buy
163,830
+10,716
+7% +$834K 3.72% 9
2025
Q4 		$12.4M Buy
153,114
+480
+0.3% +$39K 3.84% 8
2025
Q3 		$12.2M Sell
152,634
-3,402
-2% -$260K 3.92% 9
2025
Q2 		$11.4M Sell
156,036
-1,032
-0.7% -$67.9K 3.9% 9
2025
Q1 		$9.71M Sell
157,068
-1,968
-1% -$133K 3.62% 8
2024
Q4 		$10.9M Sell
159,036
-3,318
-2% -$223K 4.09% 8
2024
Q3 		$10.4M Sell
162,354
-240
-0.1% -$14.9K 3.92% 10
2024
Q2 		$10.1M Sell
162,594
-5,538
-3% -$323K 4.11% 8
2024
Q1 		$9.65M Sell
168,132
-1,644
-1% -$90.4K 4.03% 8
2023
Q4 		$8.8M Sell
169,776
-7,434
-4% -$359K 3.79% 8
2023
Q3 		$8.04M Sell
177,210
-1,524
-0.9% -$72K 3.46% 9
2023
Q2 		$8.43M Buy
178,734
+3,426
+2% +$149K 3.52% 9
2023
Q1 		$7.29M Sell
175,308
-1,140
-0.6% -$44.3K 3.13% 10
2022
Q4 		$6.27M Sell
176,448
-15,972
-8% -$588K 2.89% 9
2022
Q3 		$6.86M Sell
192,420
-24,018
-11% -$965K 3.44% 10
2022
Q2 		$8.04M Buy
216,438
+23,154
+12% +$951K 3.77% 11
2022
Q1 		$9.27M Buy
193,284
+13,890
+8% +$657K 3.84% 9
2021
Q4 		$9.6M Buy
179,394
+1,746
+1% +$91K 3.78% 10
2021
Q3 		$8.59M Sell
177,648
-9,168
-5% -$456K 3.59% 11
2021
Q2 		$8.93M Sell
186,816
-11,988
-6% -$544K 3.85% 9
2021
Q1 		$8.52M Sell
198,804
-8,586
-4% -$367K 3.97% 9
2020
Q4 		$8.76M Sell
207,390
-2,604
-1% -$104K 4.53% 8
2020
Q3 		$7.97M Sell
209,994
-12,966
-6% -$479K 4.17% 8
2020
Q2 		$7.51M Sell
222,960
-42
-0% -$1.29K 4.44% 8
2020
Q1 		$5.82M Buy
223,002
+57,900
+35% +$1.73M 3.99% 10
2019
Q4 		$5.01M Sell
165,102
-11,196
-6% -$323K 3.04% 13
2019
Q3 		$4.89M Sell
176,298
-6,138
-3% -$170K 3.09% 13
2019
Q2 		$4.97M Sell
182,436
-2,622
-1% -$70K 3.29% 13
2019
Q1 		$4.83M Sell
185,058
-15,516
-8% -$383K 3.32% 13
2018
Q4 		$4.49M Sell
200,574
-7,902
-4% -$191K 3.48% 11
2018
Q3 		$5.59M Buy
208,476
+2,100
+1% +$54.9K 4.1% 7
2018
Q2 		$5.15M Sell
206,376
-15,354
-7% -$377K 4.23% 7
2018
Q1 		$5.12M Sell
221,730
-17,262
-7% -$421K 4.69% 8
2017
Q4 		$5.6M Buy
+238,992
New +$5.49M 4.53% 7

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

Financial Life Advisors's VUG Position: Q2 2026 in Review

Financial Life Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q2 2026, selling an estimated $2.44K and leaving 163,801 shares worth $14.1M. The position accounts for 4.01% of the portfolio, ranked #10.

Financial Life Advisors first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. 1,516 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Financial Life Advisors held 163,801 shares of Vanguard Morningstar Growth ETF worth $14.1M as of Q2 2026.
  • Financial Life Advisors sold 29 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.44K.
  • Vanguard Morningstar Growth ETF made up 4.01% of Financial Life Advisors's portfolio in Q2 2026, its #10 holding.
  • Financial Life Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.