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Grey Fox Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Grey Fox Wealth 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 		$63.7M Buy
739,754
+20,840
+3% +$1.75M 10% 2
2026
Q1 		$52.3M Buy
718,914
+8,484
+1% +$660K 10.1% 2
2025
Q4 		$57.8M Sell
710,430
-15,180
-2% -$1.23M 11.82% 2
2025
Q3 		$58.1M Buy
725,610
+27,768
+4% +$2.12M 11.84% 2
2025
Q2 		$51M Buy
697,842
+27,930
+4% +$1.84M 12.17% 2
2025
Q1 		$41.4M Sell
669,912
-966
-0.1% -$65.1K 11.04% 2
2024
Q4 		$44.7M Buy
670,878
+11,862
+2% +$797K 12.25% 2
2024
Q3 		$41.1M Buy
659,016
+94,476
+17% +$5.86M 11.45% 2
2024
Q2 		$34.1M Buy
564,540
+40,974
+8% +$2.39M 12% 2
2024
Q1 		$30M Buy
523,566
+26,874
+5% +$1.48M 11.29% 2
2023
Q4 		$25.7M Buy
496,692
+35,118
+8% +$1.7M 11.19% 2
2023
Q3 		$20.9M Buy
461,574
+25,986
+6% +$1.23M 10.51% 1
2023
Q2 		$20.5M Buy
435,588
+93,474
+27% +$4.05M 10.57% 1
2023
Q1 		$14.2M Buy
342,114
+63,984
+23% +$2.49M 8.4% 1
2022
Q4 		$9.88M Buy
+278,130
New +$10.2M 6.52% 3

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Grey Fox Wealth Advisors's VUG Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, buying an estimated $1.75M and bringing the position to 739,754 shares worth $63.7M. The position accounts for 10% of the portfolio, ranked #2.

Grey Fox Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Grey Fox Wealth Advisors held 739,754 shares of Vanguard Morningstar Growth ETF worth $63.7M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 20,840 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.75M.
  • Vanguard Morningstar Growth ETF made up 10% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Grey Fox Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.