Golden Road Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Golden Road 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	$60.4M	Buy	700,912 +11,152	+2%	+$938K	29.28%	1
2026 Q1	$50.2M	Buy	689,760 +16,632	+2%	+$1.29M	28.92%	1
2025 Q4	$54.7M	Buy	673,128 +22,890	+4%	+$1.86M	31.16%	1
2025 Q3	$52M	Buy	650,238 +20,274	+3%	+$1.55M	30.08%	1
2025 Q2	$46M	Buy	629,964 +33,366	+6%	+$2.2M	30.61%	1
2025 Q1	$36.9M	Buy	596,598 +10,866	+2%	+$733K	28.79%	1
2024 Q4	$40.1M	Buy	585,732 +7,434	+1%	+$499K	30.31%	1
2024 Q3	$37M	Sell	578,298 -5,544	-0.9%	-$344K	28.98%	1
2024 Q2	$37.8M	Sell	583,842 -31,398	-5%	-$1.83M	31.16%	1
2024 Q1	$35.3M	Buy	615,240 +25,434	+4%	+$1.4M	29.32%	1
2023 Q4	$30.6M	Buy	+589,806	New	+$28.5M	29.23%	1

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

Golden Road Advisors's VUG Position: Q2 2026 in Review

Golden Road Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.6% in Q2 2026, buying an estimated $938K and bringing the position to 700,912 shares worth $60.4M. The position accounts for 29.28% of the portfolio, ranked #1.

Golden Road Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Golden Road Advisors held 700,912 shares of Vanguard Morningstar Growth ETF worth $60.4M as of Q2 2026.
Golden Road Advisors bought 11,152 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $938K.
Vanguard Morningstar Growth ETF made up 29.28% of Golden Road Advisors's portfolio in Q2 2026, its #1 holding.
Golden Road Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.