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Laraway Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Laraway Financial 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 		$7.49M Sell
87,000
-594
-0.7% -$50K 4.55% 3
2026
Q1 		$6.38M Buy
87,594
+6
+0% +$467 4.48% 3
2025
Q4 		$7.12M Buy
87,588
+3,900
+5% +$317K 4.64% 2
2025
Q3 		$6.69M Buy
83,688
+3,714
+5% +$284K 4.57% 2
2025
Q2 		$5.84M Sell
79,974
-2,160
-3% -$142K 4.43% 2
2025
Q1 		$5.08M Buy
82,134
+10,932
+15% +$737K 4.03% 3
2024
Q4 		$4.87M Buy
71,202
+2,250
+3% +$151K 3.75% 2
2024
Q3 		$4.41M Sell
68,952
-6,156
-8% -$382K 3.52% 4
2024
Q2 		$4.68M Buy
75,108
+660
+0.9% +$38.5K 4% 2
2024
Q1 		$4.27M Buy
74,448
+1,038
+1% +$57.1K 3.77% 3
2023
Q4 		$3.8M Buy
73,410
+1,134
+2% +$54.7K 3.61% 4
2023
Q3 		$3.28M Sell
72,276
-2,064
-3% -$97.5K 3.42% 4
2023
Q2 		$3.51M Sell
74,340
-396
-0.5% -$17.2K 3.47% 4
2023
Q1 		$3.11M Buy
74,736
+1,308
+2% +$50.9K 3.15% 6
2022
Q4 		$2.61M Buy
73,428
+6,588
+10% +$242K 2.73% 7
2022
Q3 		$2.39M Buy
66,840
+1,620
+2% +$65.1K 2.67% 7
2022
Q2 		$2.42M Buy
65,220
+15,240
+30% +$626K 2.58% 7
2022
Q1 		$2.4M Buy
49,980
+3,900
+8% +$184K 2.18% 10
2021
Q4 		$2.46M Buy
+46,080
New +$2.4M 2.2% 9

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

Laraway Financial Advisors's VUG Position: Q2 2026 in Review

Laraway Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.68% in Q2 2026, selling an estimated $50K and leaving 87,000 shares worth $7.49M. The position accounts for 4.55% of the portfolio, ranked #3.

Laraway Financial Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Laraway Financial Advisors held 87,000 shares of Vanguard Morningstar Growth ETF worth $7.49M as of Q2 2026.
  • Laraway Financial Advisors sold 594 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $50K.
  • Vanguard Morningstar Growth ETF made up 4.55% of Laraway Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Laraway Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.