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

Latitude 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	$1.73M	Buy	20,050 +2,848	+17%	+$240K	0.69%	32
2026 Q1	$1.25M	Buy	17,202 +2,256	+15%	+$176K	0.57%	44
2025 Q4	$1.22M	Buy	14,946 +942	+7%	+$76.4K	0.53%	43
2025 Q3	$1.12M	Buy	14,004 +3,174	+29%	+$243K	0.51%	46
2025 Q2	$791K	Buy	10,830 +1,158	+12%	+$76.2K	0.4%	60
2025 Q1	$598K	Buy	9,672 +2,274	+31%	+$153K	0.35%	72
2024 Q4	$506K	Buy	7,398 +84	+1%	+$5.64K	0.29%	86
2024 Q3	$468K	Buy	7,314 +732	+11%	+$45.4K	0.26%	95
2024 Q2	$410K	Sell	6,582 -6	-0.1%	-$350	0.25%	90
2024 Q1	$378K	Sell	6,588 -522	-7%	-$28.7K	0.24%	100
2023 Q4	$369K	Sell	7,110 -1,224	-15%	-$59.1K	0.26%	105
2023 Q3	$378K	Buy	8,334 +204	+3%	+$9.63K	0.27%	91
2023 Q2	$383K	Buy	8,130 +204	+3%	+$8.85K	0.27%	92
2023 Q1	$330K	Buy	7,926 +1,050	+15%	+$40.8K	0.24%	112
2022 Q4	$244K	Buy	6,876 +276	+4%	+$10.2K	0.18%	129
2022 Q3	$235K	Buy	+6,600	New	+$265K	0.19%	121
2022 Q2	–	Sell	-12,600	Closed	-$604K	–	321
2022 Q1	$604K	Buy	12,600 +3,840	+44%	+$182K	0.14%	151
2021 Q4	$469K	Hold	8,760	–	–	0.13%	163
2021 Q3	$424K	Buy	8,760 +4,242	+94%	+$211K	0.13%	153
2021 Q2	$216K	Sell	4,518 -1,350	-23%	-$61.3K	0.16%	152
2021 Q1	$253K	Buy	5,868 +42	+0.7%	+$1.8K	0.21%	123
2020 Q4	$246K	Buy	+5,826	New	+$233K	0.22%	109

Other funds holding VUG

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Latitude Advisors's VUG Position: Q2 2026 in Review

Latitude Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q2 2026, buying an estimated $240K and bringing the position to 20,050 shares worth $1.73M. The position accounts for 0.69% of the portfolio, ranked #32.

Latitude Advisors first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. 1,447 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Latitude Advisors held 20,050 shares of Vanguard Morningstar Growth ETF worth $1.73M as of Q2 2026.
Latitude Advisors bought 2,848 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $240K.
Vanguard Morningstar Growth ETF made up 0.69% of Latitude Advisors's portfolio in Q2 2026, its #32 holding.
Latitude Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 22 quarters since.
1,447 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.