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

Florida Financial 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	$1.4M	Buy	16,306 +838	+5%	+$70.5K	0.24%	109
2026 Q1	$1.13M	Sell	15,468 -5,016	-24%	-$390K	0.27%	102
2025 Q4	$1.67M	Sell	20,484 -3,768	-16%	-$306K	0.45%	58
2025 Q3	$1.94M	Buy	24,252 +9,042	+59%	+$691K	0.6%	37
2025 Q2	$1.11M	Buy	15,210 +168	+1%	+$11.1K	0.37%	58
2025 Q1	$929K	Sell	15,042 -402	-3%	-$27.1K	0.37%	57
2024 Q4	$1.06M	Buy	15,444 +1,680	+12%	+$113K	0.47%	43
2024 Q3	$881K	Buy	13,764 +5,916	+75%	+$367K	0.45%	45
2024 Q2	$489K	Buy	7,848 +72	+0.9%	+$4.2K	0.29%	67
2024 Q1	$446K	Buy	7,776 +2,382	+44%	+$131K	0.33%	56
2023 Q4	$280K	Buy	+5,394	New	+$260K	0.26%	76

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

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

Florida Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.4% in Q2 2026, buying an estimated $70.5K and bringing the position to 16,306 shares worth $1.4M. The position accounts for 0.24% of the portfolio, ranked #109.

Florida Financial Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Florida Financial Advisors held 16,306 shares of Vanguard Morningstar Growth ETF worth $1.4M as of Q2 2026.
Florida Financial Advisors bought 838 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $70.5K.
Vanguard Morningstar Growth ETF made up 0.24% of Florida Financial Advisors's portfolio in Q2 2026, its #109 holding.
Florida Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Florida Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $1.94M in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.