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

Frazier 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	$119K	Buy	1,382 +710	+106%	+$59.7K	0.06%	110
2026 Q1	$49K	Hold	672	–	–	0.03%	188
2025 Q4	$54.7K	Sell	672 -120	-15%	-$9.74K	0.03%	157
2025 Q3	$63.4K	Buy	792 +120	+18%	+$9.17K	0.04%	138
2025 Q2	$49.1K	Hold	672	–	–	0.03%	151
2025 Q1	$41.5K	Sell	672 -84	-11%	-$5.66K	0.03%	153
2024 Q4	$52K	Buy	756 +84	+13%	+$5.64K	0.04%	131
2024 Q3	$43K	Hold	672	–	–	0.03%	155
2024 Q2	$41.9K	Buy	+672	New	+$39.2K	0.03%	170

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

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

Frazier Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 106% in Q2 2026, buying an estimated $59.7K and bringing the position to 1,382 shares worth $119K. The position accounts for 0.06% of the portfolio, ranked #110.

Frazier Financial Advisors first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Frazier Financial Advisors held 1,382 shares of Vanguard Morningstar Growth ETF worth $119K as of Q2 2026.
Frazier Financial Advisors bought 710 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $59.7K.
Vanguard Morningstar Growth ETF made up 0.06% of Frazier Financial Advisors's portfolio in Q2 2026, its #110 holding.
Frazier Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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