Harris Associates
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Harris Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Harris Associates’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 		$144K Buy
+1,677
New +$141K ﹤0.01% 158
2024
Q1 		– Sell
-6,408
Closed -$332K – 148
2023
Q4 		$332K Buy
+6,408
New +$309K ﹤0.01% 134

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Envestnet Asset Management
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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

Harris Associates's VUG Position: Q2 2026 in Review

Harris Associates opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 1,677 shares worth $144K. The stake represents ﹤0.01% of the portfolio and ranks #158 among its holdings. This is a return to the name: Harris Associates previously reported a position in VUG as recently as Q4 2023.

Harris Associates first reported a position in VUG in Q4 2023 and has held it in 2 quarters since. The position peaked at $332K in Q4 2023. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Harris Associates held 1,677 shares of Vanguard Morningstar Growth ETF worth $144K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Harris Associates position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up ﹤0.01% of Harris Associates's portfolio in Q2 2026, its #158 holding.
  • Harris Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 2 quarters since.
  • Harris Associates's Vanguard Morningstar Growth ETF position peaked at $332K in Q4 2023.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Harris Associates's 13F filing for Q2 2026, filed 14 Aug 2026.