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Guardian Wealth Advisors (North Carolina)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.32M Sell
15,352
-188
-1% -$15.8K 0.07% 138
2026
Q1 		$1.13M Buy
15,540
+660
+4% +$51.3K 0.07% 142
2025
Q4 		$1.21M Sell
14,880
-42
-0.3% -$3.41K 0.08% 136
2025
Q3 		$1.19M Buy
14,922
+78
+0.5% +$5.96K 0.08% 130
2025
Q2 		$1.08M Buy
14,844
+12
+0.1% +$790 0.08% 129
2025
Q1 		$917K Buy
14,832
+1,356
+10% +$91.4K 0.07% 135
2024
Q4 		$922K Buy
13,476
+66
+0.5% +$4.43K 0.07% 136
2024
Q3 		$858K Buy
13,410
+18
+0.1% +$1.12K 0.09% 118
2024
Q2 		$835K Hold
13,392
– – 0.1% 113
2024
Q1 		$768K Buy
13,392
+5,694
+74% +$313K 0.09% 117
2023
Q4 		$374K Buy
7,698
+18
+0.2% +$869 0.06% 169
2023
Q3 		$369K Buy
7,680
+102
+1% +$4.82K 0.06% 156
2023
Q2 		$357K Sell
7,578
-384
-5% -$16.7K 0.06% 155
2023
Q1 		$331K Buy
7,962
+60
+0.8% +$2.33K 0.06% 161
2022
Q4 		$281K Buy
7,902
+192
+2% +$7.06K 0.05% 159
2022
Q3 		$275K Buy
7,710
+4,956
+180% +$199K 0.05% 155
2022
Q2 		$102K Buy
2,754
+264
+11% +$10.8K 0.02% 203
2022
Q1 		$119K Sell
2,490
-96
-4% -$4.54K 0.05% 168
2021
Q4 		$138K Buy
+2,586
New +$135K 0.06% 151

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 22.9% 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
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM

Guardian Wealth Advisors (North Carolina)'s VUG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q2 2026, selling an estimated $15.8K and leaving 15,352 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #138.

Guardian Wealth Advisors (North Carolina) first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 15,352 shares of Vanguard Morningstar Growth ETF worth $1.32M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 188 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $15.8K.
  • Vanguard Morningstar Growth ETF made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #138 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.