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Helen Stephens Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Helen Stephens Group’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 		$9.93M Buy
115,233
+849
+0.7% +$71.4K 1.69% 15
2026
Q1 		$8.33M Buy
114,384
+12,744
+13% +$991K 1.66% 16
2025
Q4 		$8.26M Sell
101,640
-3,924
-4% -$318K 1.74% 14
2025
Q3 		$8.44M Buy
105,564
+17,328
+20% +$1.32M 1.87% 12
2025
Q2 		$6.45M Buy
88,236
+7,692
+10% +$506K 1.6% 15
2025
Q1 		$4.98M Sell
80,544
-1,128
-1% -$76.1K 1.41% 15
2024
Q4 		$5.59M Sell
81,672
-906
-1% -$60.9K 1.66% 16
2024
Q3 		$5.28M Sell
82,578
-1,764
-2% -$109K 1.6% 16
2024
Q2 		$5.26M Buy
84,342
+23,766
+39% +$1.39M 1.82% 15
2024
Q1 		$3.48M Sell
60,576
-924
-2% -$50.8K 1.34% 19
2023
Q4 		$3.19M Sell
61,500
-1,020
-2% -$49.2K 1.43% 19
2023
Q3 		$2.84M Buy
62,520
+204
+0.3% +$9.63K 1.47% 18
2023
Q2 		$2.94M Sell
62,316
-3,582
-5% -$155K 1.49% 17
2023
Q1 		$2.74M Sell
65,898
-2,922
-4% -$114K 1.42% 17
2022
Q4 		$2.44M Sell
68,820
-32,946
-32% -$1.21M 1.46% 17
2022
Q3 		$3.63M Buy
101,766
+63,060
+163% +$2.53M 2.54% 12
2022
Q2 		$1.44M Buy
38,706
+54
+0.1% +$2.22K 1.02% 20
2022
Q1 		$1.85M Sell
38,652
-468
-1% -$22.1K 1.28% 16
2021
Q4 		$2.09M Buy
+39,120
New +$2.04M 1.68% 12

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

Helen Stephens Group's VUG Position: Q2 2026 in Review

Helen Stephens Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.74% in Q2 2026, buying an estimated $71.4K and bringing the position to 115,233 shares worth $9.93M. The position accounts for 1.69% of the portfolio, ranked #15.

Helen Stephens Group first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Helen Stephens Group held 115,233 shares of Vanguard Morningstar Growth ETF worth $9.93M as of Q2 2026.
  • Helen Stephens Group bought 849 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $71.4K.
  • Vanguard Morningstar Growth ETF made up 1.69% of Helen Stephens Group's portfolio in Q2 2026, its #15 holding.
  • Helen Stephens Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.