Financial Perspectives’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Perspectives’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	$824K	Buy	9,569 +131	+1%	+$11K	0.2%	72
2026 Q1	$687K	Hold	9,438	–	–	0.19%	72
2025 Q4	$767K	Buy	9,438 +12	+0.1%	+$974	0.21%	70
2025 Q3	$753K	Sell	9,426 -1,050	-10%	-$80.2K	0.21%	66
2025 Q2	$765K	Buy	10,476 +4,464	+74%	+$294K	0.23%	64
2025 Q1	$371K	Sell	6,012 -2,220	-27%	-$150K	0.13%	95
2024 Q4	$563K	Buy	8,232 +354	+4%	+$23.8K	0.19%	76
2024 Q3	$504K	Buy	7,878 +6	+0.1%	+$372	0.17%	79
2024 Q2	$491K	Buy	7,872 +54	+0.7%	+$3.15K	0.18%	71
2024 Q1	$449K	Buy	7,818 +48	+0.6%	+$2.64K	0.17%	75
2023 Q4	$403K	Buy	7,770 +6	+0.1%	+$290	0.16%	78
2023 Q3	$352K	Sell	7,764 -84	-1%	-$3.97K	0.16%	77
2023 Q2	$370K	Hold	7,848	–	–	0.16%	81
2023 Q1	$326K	Buy	7,848 +6	+0.1%	+$233	0.16%	85
2022 Q4	$279K	Buy	7,842 +1,854	+31%	+$68.2K	0.14%	94
2022 Q3	$214K	Buy	5,988 +18	+0.3%	+$724	0.12%	110
2022 Q2	$222K	Buy	5,970 +24	+0.4%	+$986	0.13%	107
2022 Q1	$285K	Buy	5,946 +6	+0.1%	+$284	0.13%	102
2021 Q4	$318K	Buy	5,940 +48	+0.8%	+$2.5K	0.15%	89
2021 Q3	$285K	Buy	5,892 +876	+17%	+$43.6K	0.14%	98
2021 Q2	$240K	Buy	5,016 +468	+10%	+$21.3K	0.12%	115
2021 Q1	$195K	Buy	4,548 +6	+0.1%	+$257	0.1%	123
2020 Q4	$192K	Buy	4,542 +2,484	+121%	+$99.2K	0.11%	120
2020 Q3	$78K	Hold	2,058	–	–	0.05%	161
2020 Q2	$69.2K	Hold	2,058	–	–	0.05%	164
2020 Q1	$53.7K	Hold	2,058	–	–	0.04%	159
2019 Q4	$62.4K	Buy	+2,058	New	+$59.4K	0.04%	159

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

Financial Perspectives's VUG Position: Q2 2026 in Review

Financial Perspectives increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q2 2026, buying an estimated $11K and bringing the position to 9,569 shares worth $824K. The position accounts for 0.2% of the portfolio, ranked #72.

Financial Perspectives first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Financial Perspectives held 9,569 shares of Vanguard Morningstar Growth ETF worth $824K as of Q2 2026.
Financial Perspectives bought 131 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $11K.
Vanguard Morningstar Growth ETF made up 0.2% of Financial Perspectives's portfolio in Q2 2026, its #72 holding.
Financial Perspectives first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.