Highland Investment Advisors LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Highland Investment Advisors LLC’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	$107K	Buy	+1,248	New	+$105K	0.05%	108

Other funds holding VUG

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Highland Investment Advisors LLC's VUG Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 1,248 shares worth $107K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings.

2,558 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Highland Investment Advisors LLC held 1,248 shares of Vanguard Morningstar Growth ETF worth $107K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Highland Investment Advisors LLC position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.05% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #108 holding.
2,558 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.