Grandview Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Grandview Asset Management’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	$5.36M	Buy	62,273 +617	+1%	+$51.9K	1.33%	18
2026 Q1	$4.49M	Sell	61,656 -6,402	-9%	-$498K	1.31%	16
2025 Q4	$5.53M	Buy	68,058 +3,342	+5%	+$271K	1.52%	15
2025 Q3	$5.17M	Buy	64,716 +7,026	+12%	+$537K	1.46%	15
2025 Q2	$4.21M	Buy	57,690 +6,870	+14%	+$452K	1.35%	17
2025 Q1	$3.14M	Buy	50,820 +1,188	+2%	+$80.1K	1.19%	20
2024 Q4	$3.4M	Buy	+49,632	New	+$3.33M	1.25%	17
2024 Q2	–	Sell	-47,292	Closed	-$2.71M	–	106
2024 Q1	$2.71M	Buy	47,292 +1,032	+2%	+$56.8K	1.23%	18
2023 Q4	$2.4M	Buy	46,260 +420	+0.9%	+$20.3K	1.26%	19
2023 Q3	$2.08M	Buy	+45,840	New	+$2.17M	1.19%	21
2023 Q2	–	Sell	-46,140	Closed	-$1.92M	–	114
2023 Q1	$1.92M	Sell	46,140 -1,920	-4%	-$74.7K	1.13%	22
2022 Q4	$1.71M	Buy	48,060 +102	+0.2%	+$3.75K	1.06%	23
2022 Q3	$1.71M	Sell	47,958 -768	-2%	-$30.9K	1.09%	21
2022 Q2	$1.81M	Sell	48,726 -1,626	-3%	-$66.8K	1.01%	27
2022 Q1	$2.41M	Sell	50,352 -1,596	-3%	-$75.5K	1.02%	26
2021 Q4	$2.78M	Buy	+51,948	New	+$2.71M	1.12%	22
2021 Q2	–	Sell	-22,686	Closed	-$972K	–	473
2021 Q1	$972K	Buy	22,686 +9,576	+73%	+$410K	0.52%	57
2020 Q4	$553K	Buy	13,110 +1,014	+8%	+$40.5K	0.36%	67
2020 Q3	$459K	Buy	12,096 +3,582	+42%	+$132K	0.37%	66
2020 Q2	$287K	Buy	+8,514	New	+$262K	0.25%	78

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

Grandview Asset Management's VUG Position: Q2 2026 in Review

Grandview Asset Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 1% in Q2 2026, buying an estimated $51.9K and bringing the position to 62,273 shares worth $5.36M. The position accounts for 1.33% of the portfolio, ranked #18.

Grandview Asset Management first reported a position in VUG in Q2 2020 and has held it in 20 quarters since. The position peaked at $5.53M in Q4 2025. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Grandview Asset Management held 62,273 shares of Vanguard Morningstar Growth ETF worth $5.36M as of Q2 2026.
Grandview Asset Management bought 617 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $51.9K.
Vanguard Morningstar Growth ETF made up 1.33% of Grandview Asset Management's portfolio in Q2 2026, its #18 holding.
Grandview Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 20 quarters since.
Grandview Asset Management's Vanguard Morningstar Growth ETF position peaked at $5.53M in Q4 2025.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.