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

Heritage 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	$473K	Buy	5,490 +660	+14%	+$55.5K	0.02%	136
2026 Q1	$351K	Hold	4,830	–	–	0.01%	161
2025 Q4	$393K	Hold	4,830	–	–	0.02%	163
2025 Q3	$386K	Hold	4,830	–	–	0.02%	154
2025 Q2	$353K	Sell	4,830 -2,166	-31%	-$143K	0.02%	160
2025 Q1	$432K	Hold	6,996	–	–	0.02%	138
2024 Q4	$478K	Sell	6,996 -3,450	-33%	-$232K	0.02%	139
2024 Q3	$668K	Buy	10,446 +7,536	+259%	+$467K	0.03%	118
2024 Q2	$181K	Hold	2,910	–	–	0.01%	209
2024 Q1	$167K	Buy	2,910 +1,644	+130%	+$90.4K	0.01%	229
2023 Q4	$65.5K	Sell	1,266 -552	-30%	-$26.6K	﹤0.01%	312
2023 Q3	$82.5K	Buy	+1,818	New	+$85.9K	﹤0.01%	266
2023 Q1	–	Sell	-1,200	Closed	-$42.6K	–	597
2022 Q4	$42.6K	Buy	+1,200	New	+$44.1K	﹤0.01%	342

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

Heritage Wealth Advisors's VUG Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, buying an estimated $55.5K and bringing the position to 5,490 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #136.

Heritage Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 13 quarters since. The position peaked at $668K in Q3 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Heritage Wealth Advisors held 5,490 shares of Vanguard Morningstar Growth ETF worth $473K as of Q2 2026.
Heritage Wealth Advisors bought 660 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $55.5K.
Vanguard Morningstar Growth ETF made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Heritage Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 13 quarters since.
Heritage Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $668K in Q3 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.