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

Financial Synergies 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 		$131M Sell
1,515,767
-39,769
-3% -$3.35M 11.07% 2
2026
Q1 		$113M Sell
1,555,536
-20,346
-1% -$1.58M 10.81% 2
2025
Q4 		$128M Buy
1,575,882
+5,322
+0.3% +$432K 12.37% 2
2025
Q3 		$126M Buy
1,570,560
+14,856
+1% +$1.14M 12.71% 2
2025
Q2 		$114M Buy
1,555,704
+13,872
+0.9% +$913K 12.38% 2
2025
Q1 		$95.3M Buy
1,541,832
+38,334
+3% +$2.58M 11.59% 2
2024
Q4 		$103M Buy
1,503,498
+4,170
+0.3% +$280K 12.76% 2
2024
Q3 		$95.9M Buy
1,499,328
+18,684
+1% +$1.16M 11.91% 2
2024
Q2 		$92.3M Sell
1,480,644
-15,588
-1% -$909K 12.43% 2
2024
Q1 		$85.8M Sell
1,496,232
-169,452
-10% -$9.32M 11.26% 2
2023
Q4 		$59.2M Buy
1,665,684
+10,476
+0.6% +$506K 9.16% 3
2023
Q3 		$75.1M Buy
1,655,208
+12,492
+0.8% +$590K 10.85% 2
2023
Q2 		$77.5M Buy
1,642,716
+9,210
+0.6% +$399K 10.87% 2
2023
Q1 		$67.9M Sell
1,633,506
-32,178
-2% -$1.25M 9.96% 2
2022
Q4 		$59.2M Sell
1,665,684
-179,994
-10% -$6.62M 9.16% 3
2022
Q3 		$65.8M Buy
1,845,678
+47,364
+3% +$1.9M 11.32% 2
2022
Q2 		$66.8M Sell
1,798,314
-141,954
-7% -$5.83M 10.88% 2
2022
Q1 		$93M Buy
1,940,268
+56,496
+3% +$2.67M 14.64% 2
2021
Q4 		$101M Sell
1,883,772
-6,204
-0.3% -$323K 13.8% 2
2021
Q3 		$91.4M Buy
1,889,976
+19,416
+1% +$966K 12.49% 2
2021
Q2 		$89.4M Buy
1,870,560
+66,870
+4% +$3.04M 12.2% 2
2021
Q1 		$77.3M Buy
1,803,690
+57,816
+3% +$2.47M 11.23% 2
2020
Q4 		$73.7M Buy
1,745,874
+1,032,636
+145% +$41.2M 11.47% 2
2020
Q3 		$27.1M Buy
713,238
+703,476
+7,206% +$26M 6.93% 3
2020
Q2 		$329K Buy
+9,762
New +$300K 0.11% 43

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Financial Synergies Wealth Advisors's VUG Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.6% in Q2 2026, selling an estimated $3.35M and leaving 1,515,767 shares worth $131M. The position accounts for 11.07% of the portfolio, ranked #2.

Financial Synergies Wealth Advisors first reported a position in VUG in Q2 2020 and has held it in 25 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Financial Synergies Wealth Advisors held 1,515,767 shares of Vanguard Morningstar Growth ETF worth $131M as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 39,769 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.35M.
  • Vanguard Morningstar Growth ETF made up 11.07% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.