Goodman Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Goodman Advisory Group’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	$2.34M	Sell	27,137 -39,937	-60%	-$3.36M	0.54%	40
2026 Q1	$4.88M	Sell	67,074 -42,144	-39%	-$3.28M	1.27%	29
2025 Q4	$8.88M	Sell	109,218 -9,642	-8%	-$782K	2.19%	19
2025 Q3	$9.5M	Sell	118,860 -7,320	-6%	-$559K	2.36%	12
2025 Q2	$9.22M	Sell	126,180 -20,340	-14%	-$1.34M	3.13%	8
2025 Q1	$9.06M	Sell	146,520 -9,504	-6%	-$641K	2.76%	11
2024 Q4	$10.7M	Sell	156,024 -8,268	-5%	-$555K	3.15%	11
2024 Q3	$10.5M	Sell	164,292 -162,570	-50%	-$10.1M	3%	11
2024 Q2	$20.4M	Buy	326,862 +211,236	+183%	+$12.3M	6.09%	3
2024 Q1	$6.63M	Sell	115,626 -117,606	-50%	-$6.47M	2.1%	11
2023 Q4	$12.1M	Buy	+233,232	New	+$11.3M	4.12%	5

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

Goodman Advisory Group's VUG Position: Q2 2026 in Review

Goodman Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 60% in Q2 2026, selling an estimated $3.36M and leaving 27,137 shares worth $2.34M. The position accounts for 0.54% of the portfolio, ranked #40.

Goodman Advisory Group first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.4M in Q2 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Goodman Advisory Group held 27,137 shares of Vanguard Morningstar Growth ETF worth $2.34M as of Q2 2026.
Goodman Advisory Group sold 39,937 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.36M.
Vanguard Morningstar Growth ETF made up 0.54% of Goodman Advisory Group's portfolio in Q2 2026, its #40 holding.
Goodman Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Goodman Advisory Group's Vanguard Morningstar Growth ETF position peaked at $20.4M in Q2 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.