First Trust Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

First Trust 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	$2.3M	Buy	26,733 +1,737	+7%	+$146K	﹤0.01%	1949
2026 Q1	$1.82M	Buy	24,996 +132	+0.5%	+$10.3K	﹤0.01%	1962
2025 Q4	$2.02M	Buy	24,864 +630	+3%	+$51.1K	﹤0.01%	1877
2025 Q3	$1.94M	Buy	24,234 +210	+0.9%	+$16K	﹤0.01%	1853
2025 Q2	$1.76M	Sell	24,024 -9,282	-28%	-$611K	﹤0.01%	1873
2025 Q1	$2.06M	Sell	33,306 -1,788	-5%	-$121K	﹤0.01%	1773
2024 Q4	$2.4M	Buy	+35,094	New	+$2.36M	﹤0.01%	1728

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

First Trust Advisors's VUG Position: Q2 2026 in Review

First Trust Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.9% in Q2 2026, buying an estimated $146K and bringing the position to 26,733 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

First Trust Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.4M in Q4 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

First Trust Advisors held 26,733 shares of Vanguard Morningstar Growth ETF worth $2.3M as of Q2 2026.
First Trust Advisors bought 1,737 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $146K.
Vanguard Morningstar Growth ETF made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1949 holding.
First Trust Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
First Trust Advisors's Vanguard Morningstar Growth ETF position peaked at $2.4M in Q4 2024.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.