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Guyasuta Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Guyasuta Investment 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 		$4.2M Hold
48,762
– – 0.22% 66
2026
Q1 		$3.55M Buy
48,762
+1,332
+3% +$104K 0.21% 67
2025
Q4 		$3.86M Hold
47,430
– – 0.22% 59
2025
Q3 		$3.79M Hold
47,430
– – 0.22% 60
2025
Q2 		$3.47M Buy
47,430
+3,000
+7% +$198K 0.21% 62
2025
Q1 		$2.75M Sell
44,430
-9,900
-18% -$668K 0.18% 71
2024
Q4 		$3.72M Buy
54,330
+5,400
+11% +$363K 0.23% 57
2024
Q3 		$3.13M Buy
48,930
+26,850
+122% +$1.66M 0.19% 61
2024
Q2 		$1.14M Hold
22,080
– – 0.08% 103
2024
Q1 		$1.14M Hold
22,080
– – 0.08% 103
2023
Q4 		$1.14M Buy
22,080
+15,180
+220% +$733K 0.08% 103
2023
Q3 		$313K Sell
6,900
-7,500
-52% -$354K 0.02% 179
2023
Q2 		$679K Buy
14,400
+1,500
+12% +$65K 0.05% 125
2023
Q1 		$536K Buy
12,900
+6,000
+87% +$233K 0.04% 143
2022
Q4 		$245K Hold
6,900
– – 0.02% 211
2022
Q3 		$246K Hold
6,900
– – 0.02% 191
2022
Q2 		$256K Sell
6,900
-27,000
-80% -$1.11M 0.02% 228
2022
Q1 		$1.63M Sell
33,900
-18,000
-35% -$851K 0.11% 95
2021
Q4 		$2.78M Hold
51,900
– – 0.18% 74
2021
Q3 		$2.51M Hold
51,900
– – 0.18% 71
2021
Q2 		$2.48M Buy
51,900
+3,000
+6% +$136K 0.18% 75
2021
Q1 		$2.1M Buy
48,900
+9,000
+23% +$385K 0.16% 82
2020
Q4 		$1.69M Buy
39,900
+6,000
+18% +$239K 0.14% 84
2020
Q3 		$1.29M Buy
33,900
+9,000
+36% +$332K 0.12% 88
2020
Q2 		$839K Buy
+24,900
New +$766K 0.09% 107
2020
Q1 		– Sell
-34,410
Closed -$1.04M – 212
2019
Q4 		$1.04M Hold
34,410
– – 0.1% 105
2019
Q3 		$954K Hold
34,410
– – 0.1% 105
2019
Q2 		$937K Sell
34,410
-9,000
-21% -$240K 0.1% 108
2019
Q1 		$1.13M Sell
43,410
-5,490
-11% -$135K 0.13% 91
2018
Q4 		$1.09M Buy
48,900
+13,764
+39% +$333K 0.14% 89
2018
Q3 		$943K Sell
35,136
-1,890
-5% -$49.4K 0.1% 113
2018
Q2 		$924K Buy
+37,026
New +$908K 0.11% 110
2018
Q1 		– Sell
-21,102
Closed -$495K – 233
2017
Q4 		$495K Hold
21,102
– – 0.06% 149
2017
Q3 		$467K Buy
+21,102
New +$459K 0.06% 143
2016
Q3 		– Sell
-23,310
Closed -$416K – 222
2016
Q2 		$416K Buy
+23,310
New +$415K 0.06% 147

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Guyasuta Investment Advisors's VUG Position: Q2 2026 in Review

Guyasuta Investment Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 48,762 shares worth $4.2M. The position accounts for 0.22% of the portfolio, ranked #66.

Guyasuta Investment Advisors first reported a position in VUG in Q2 2016 and has held it in 35 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Guyasuta Investment Advisors held 48,762 shares of Vanguard Morningstar Growth ETF worth $4.2M as of Q2 2026.
  • Guyasuta Investment Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.22% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Guyasuta Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2016 and has held it in 35 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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