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

Gladwyn 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	$1.34M	Sell	15,509 -955	-6%	-$80.4K	0.84%	26
2026 Q1	$1.2M	Sell	16,464 -54	-0.3%	-$4.2K	0.83%	26
2025 Q4	$1.34M	Sell	16,518 -126	-0.8%	-$10.2K	0.94%	25
2025 Q3	$1.33M	Sell	16,644 -54	-0.3%	-$4.13K	0.95%	26
2025 Q2	$1.22M	Buy	+16,698	New	+$1.1M	0.94%	26

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

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

Gladwyn Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.8% in Q2 2026, selling an estimated $80.4K and leaving 15,509 shares worth $1.34M. The position accounts for 0.84% of the portfolio, ranked #26.

Gladwyn Financial Advisors first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2025. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Gladwyn Financial Advisors held 15,509 shares of Vanguard Morningstar Growth ETF worth $1.34M as of Q2 2026.
Gladwyn Financial Advisors sold 955 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $80.4K.
Vanguard Morningstar Growth ETF made up 0.84% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #26 holding.
Gladwyn Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
Gladwyn Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $1.34M in Q4 2025.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.