Goldstein Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Goldstein 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	$2.51M	Buy	29,130 +1,668	+6%	+$140K	0.23%	48
2026 Q1	$2M	Buy	27,462 +1,368	+5%	+$106K	0.22%	45
2025 Q4	$2.12M	Sell	26,094 -534	-2%	-$43.3K	0.24%	44
2025 Q3	$2.13M	Sell	26,628 -522	-2%	-$39.9K	0.26%	40
2025 Q2	$1.98M	Buy	27,150 +2,220	+9%	+$146K	0.27%	39
2025 Q1	$1.54M	Buy	24,930 +924	+4%	+$62.3K	0.23%	42
2024 Q4	$1.64M	Sell	24,006 -1,746	-7%	-$117K	0.24%	41
2024 Q3	$1.65M	Buy	25,752 +12	+0%	+$744	0.25%	39
2024 Q2	$1.6M	Buy	25,740 +108	+0.4%	+$6.3K	0.27%	38
2024 Q1	$1.47M	Sell	25,632 -330	-1%	-$18.1K	0.25%	39
2023 Q4	$1.35M	Sell	25,962 -7,410	-22%	-$358K	0.23%	66
2023 Q3	$1.51M	Sell	33,372 -2,364	-7%	-$112K	0.32%	35
2023 Q2	$1.69M	Buy	35,736 +6,084	+21%	+$264K	0.35%	36
2023 Q1	$1.23M	Buy	29,652 +7,806	+36%	+$304K	0.27%	43
2022 Q4	$776K	Buy	+21,846	New	+$804K	0.19%	57

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

Goldstein Advisors's VUG Position: Q2 2026 in Review

Goldstein Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.1% in Q2 2026, buying an estimated $140K and bringing the position to 29,130 shares worth $2.51M. The position accounts for 0.23% of the portfolio, ranked #48.

Goldstein Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Goldstein Advisors held 29,130 shares of Vanguard Morningstar Growth ETF worth $2.51M as of Q2 2026.
Goldstein Advisors bought 1,668 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $140K.
Vanguard Morningstar Growth ETF made up 0.23% of Goldstein Advisors's portfolio in Q2 2026, its #48 holding.
Goldstein Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.