Henrickson Nauta Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Henrickson Nauta 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	$305K	Hold	3,540	–	–	0.07%	85
2026 Q1	$258K	Sell	3,540 -3,540	-50%	-$275K	0.07%	90
2025 Q4	$578K	Buy	7,080 +3,114	+79%	+$253K	0.09%	66
2025 Q3	$317K	Hold	3,966	–	–	0.1%	64
2025 Q2	$290K	Sell	3,966 -24	-0.6%	-$1.58K	0.1%	63
2025 Q1	$235K	Hold	3,990	–	–	0.1%	67
2024 Q4	$273K	Sell	3,990 -84	-2%	-$5.64K	0.11%	65
2024 Q3	$261K	Sell	4,074 -3,912	-49%	-$242K	0.1%	68
2024 Q2	$499K	Buy	7,986 +4,230	+113%	+$247K	0.21%	46
2024 Q1	$213K	Sell	3,756 -6,864	-65%	-$377K	0.09%	67
2023 Q4	$550K	Buy	+10,620	New	+$513K	0.27%	37
2022 Q1	–	Sell	-222	Closed	-$10K	–	262
2021 Q4	$10K	Buy	+222	New	+$11.6K	0.01%	152

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Henrickson Nauta Wealth Advisors's VUG Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,540 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #85.

Henrickson Nauta Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 12 quarters since. The position peaked at $578K in Q4 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Henrickson Nauta Wealth Advisors held 3,540 shares of Vanguard Morningstar Growth ETF worth $305K as of Q2 2026.
Henrickson Nauta Wealth Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.07% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Henrickson Nauta Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 12 quarters since.
Henrickson Nauta Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $578K in Q4 2025.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.