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Heritage Family Offices’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Heritage Family Offices’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 		$225K Buy
+2,616
New +$220K 0.09% 202
2026
Q1 		– Sell
-2,670
Closed -$217K – 241
2025
Q4 		$217K Buy
2,670
+6
+0.2% +$487 0.1% 185
2025
Q3 		$213K Buy
+2,664
New +$204K 0.1% 182

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Heritage Family Offices's VUG Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,616 shares worth $225K. The stake represents 0.09% of the portfolio and ranks #202 among its holdings. This is a return to the name: Heritage Family Offices previously reported a position in VUG as recently as Q4 2025.

Heritage Family Offices first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Heritage Family Offices held 2,616 shares of Vanguard Morningstar Growth ETF worth $225K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Heritage Family Offices position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #202 holding.
  • Heritage Family Offices first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.