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Garton & Associates Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Garton & Associates 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 		– Sell
-3,960
Closed -$288K – 71
2026
Q1 		$288K Sell
3,960
-48
-1% -$3.73K 0.24% 82
2025
Q4 		$326K Buy
+4,008
New +$325K 0.18% 87

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

Garton & Associates Financial Advisors's VUG Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 3,960 shares — an estimated $288K sold.

Garton & Associates Financial Advisors first reported a position in VUG in Q4 2025 and held it in 2 quarters. The position peaked at $326K in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,960 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $288K.
  • Garton & Associates Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $326K in Q4 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.