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Herold Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Herold 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 		$1.25M Buy
14,511
+507
+4% +$42.7K 0.25% 102
2026
Q1 		$1.02M Sell
14,004
-1,860
-12% -$145K 0.22% 106
2025
Q4 		$1.29M Buy
15,864
+12
+0.1% +$974 0.29% 90
2025
Q3 		$1.27M Buy
15,852
+4,974
+46% +$380K 0.29% 91
2025
Q2 		$795K Sell
10,878
-5,208
-32% -$343K 0.17% 138
2025
Q1 		$995K Buy
16,086
+1,434
+10% +$96.7K 0.22% 113
2024
Q4 		$1M Buy
14,652
+24
+0.2% +$1.61K 0.22% 121
2024
Q3 		$936K Hold
14,628
– – 0.2% 134
2024
Q2 		$912K Sell
14,628
-18
-0.1% -$1.05K 0.21% 131
2024
Q1 		$840K Sell
14,646
-108
-0.7% -$5.94K 0.2% 136
2023
Q4 		$764K Sell
14,754
-6
-0% -$290 0.21% 126
2023
Q3 		$670K Hold
14,760
– – 0.2% 129
2023
Q2 		$696K Buy
14,760
+1,014
+7% +$44K 0.21% 124
2023
Q1 		$571K Buy
13,746
+966
+8% +$37.6K 0.2% 125
2022
Q4 		$454K Buy
12,780
+90
+0.7% +$3.31K 0.19% 125
2022
Q3 		$452K Sell
12,690
-1,260
-9% -$50.6K 0.22% 113
2022
Q2 		$518K Hold
13,950
– – 0.23% 115
2022
Q1 		$669K Hold
13,950
– – 0.24% 105
2021
Q4 		$746K Sell
13,950
-120
-0.9% -$6.25K 0.29% 103
2021
Q3 		$680K Buy
+14,070
New +$700K 0.26% 103

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

Herold Advisors's VUG Position: Q2 2026 in Review

Herold Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.6% in Q2 2026, buying an estimated $42.7K and bringing the position to 14,511 shares worth $1.25M. The position accounts for 0.25% of the portfolio, ranked #102.

Herold Advisors first reported a position in VUG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.29M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Herold Advisors held 14,511 shares of Vanguard Morningstar Growth ETF worth $1.25M as of Q2 2026.
  • Herold Advisors bought 507 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $42.7K.
  • Vanguard Morningstar Growth ETF made up 0.25% of Herold Advisors's portfolio in Q2 2026, its #102 holding.
  • Herold Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Vanguard Morningstar Growth ETF position peaked at $1.29M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.