Forvis Mazars Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Forvis Mazars 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	$26.2M	Sell	304,554 -7,380	-2%	-$621K	0.44%	31
2026 Q1	$22.7M	Sell	311,934 -22,536	-7%	-$1.75M	0.43%	32
2025 Q4	$27.2M	Sell	334,470 -28,146	-8%	-$2.28M	0.51%	30
2025 Q3	$29M	Sell	362,616 -6,744	-2%	-$515K	0.58%	29
2025 Q2	$27M	Buy	369,360 +33,648	+10%	+$2.22M	0.58%	29
2025 Q1	$20.7M	Sell	335,712 -28,380	-8%	-$1.91M	0.5%	34
2024 Q4	$24.9M	Sell	364,092 -1,368	-0.4%	-$91.9K	0.57%	31
2024 Q3	$23.4M	Sell	365,460 -2,022	-0.6%	-$125K	0.54%	33
2024 Q2	$22.9M	Sell	367,482 -14,472	-4%	-$844K	0.57%	31
2024 Q1	$21.9M	Sell	381,954 -3,678	-1%	-$202K	0.56%	34
2023 Q4	$20M	Sell	385,632 -12,666	-3%	-$611K	0.56%	34
2023 Q3	$18.1M	Sell	398,298 -20,910	-5%	-$988K	0.55%	34
2023 Q2	$19.8M	Sell	419,208 -20,412	-5%	-$885K	0.58%	32
2023 Q1	$18.3M	Sell	439,620 -8,010	-2%	-$312K	0.6%	32
2022 Q4	$15.9M	Sell	447,630 -37,344	-8%	-$1.37M	0.56%	34
2022 Q3	$17.3M	Sell	484,974 -12,486	-3%	-$502K	0.7%	27
2022 Q2	$18.5M	Sell	497,460 -20,862	-4%	-$857K	0.75%	24
2022 Q1	$24.8M	Sell	518,322 -2,118	-0.4%	-$100K	1.05%	16
2021 Q4	$27.8M	Sell	520,440 -36	-0%	-$1.88K	1.17%	14
2021 Q3	$25.2M	Buy	520,476 +1,560	+0.3%	+$77.6K	1.16%	15
2021 Q2	$24.8M	Sell	518,916 -10,920	-2%	-$496K	1.15%	14
2021 Q1	$22.7M	Sell	529,836 -61,074	-10%	-$2.61M	1.13%	14
2020 Q4	$24.9M	Sell	590,910 -68,484	-10%	-$2.73M	1.25%	14
2020 Q3	$25M	Buy	659,394 +1,320	+0.2%	+$48.7K	1.46%	10
2020 Q2	$22.2M	Buy	658,074 +328,932	+100%	+$10.1M	1.44%	10
2020 Q1	$8.6M	Buy	329,142 +305,334	+1,282%	+$9.14M	0.7%	22
2019 Q4	$723K	Buy	23,808 +6	+0%	+$173	0.05%	148
2019 Q3	$660K	Sell	23,802 -1,344	-5%	-$37.3K	0.05%	135
2019 Q2	$685K	Buy	25,146 +324	+1%	+$8.65K	0.06%	130
2019 Q1	$647K	Sell	24,822 -3,066	-11%	-$75.7K	0.05%	135
2018 Q4	$624K	Buy	27,888 +5,430	+24%	+$132K	0.06%	117
2018 Q3	$603K	Sell	22,458 -1,260	-5%	-$33K	0.05%	129
2018 Q2	$592K	Buy	23,718 +6	+0%	+$147	0.06%	128
2018 Q1	$561K	Sell	23,712 -2,016	-8%	-$49.1K	0.06%	127
2017 Q4	$603K	Sell	25,728 -10,044	-28%	-$231K	0.06%	131
2017 Q3	$791K	Sell	35,772 -966	-3%	-$21K	0.09%	103
2017 Q2	$778K	Buy	36,738 +720	+2%	+$15.1K	0.09%	106
2017 Q1	$730K	Sell	36,018 -6,528	-15%	-$129K	0.09%	96
2016 Q4	$790K	Sell	42,546 -1,464	-3%	-$27.1K	0.1%	91
2016 Q3	$824K	Buy	44,010 +18	+0%	+$335	0.11%	84
2016 Q2	$786K	Sell	43,992 -1,926	-4%	-$34.3K	0.12%	85
2016 Q1	$815K	Sell	45,918 -6,558	-12%	-$110K	0.13%	85
2015 Q4	$930K	Sell	52,476 -6,276	-11%	-$112K	0.14%	77
2015 Q3	$982K	Buy	58,752 +3,000	+5%	+$53.2K	0.17%	67
2015 Q2	$995K	Sell	55,752 -45,744	-45%	-$831K	0.15%	75
2015 Q1	$1.77M	Buy	+101,496	New	+$1.8M	0.26%	55

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

Forvis Mazars Wealth Advisors's VUG Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.4% in Q2 2026, selling an estimated $621K and leaving 304,554 shares worth $26.2M. The position accounts for 0.44% of the portfolio, ranked #31.

Forvis Mazars Wealth Advisors first reported a position in VUG in Q1 2015 and has held it in 46 quarters since. The position peaked at $29M in Q3 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Forvis Mazars Wealth Advisors held 304,554 shares of Vanguard Morningstar Growth ETF worth $26.2M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 7,380 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $621K.
Vanguard Morningstar Growth ETF made up 0.44% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2015 and has held it in 46 quarters since.
Forvis Mazars Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $29M in Q3 2025.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.