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Laurel Wealth Advisors (North Carolina)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$9.41M Sell
109,273
-564,611
-84% -$47.5M 0.91% 21
2026
Q1 		$9.75M Buy
673,884
+555,312
+468% +$43.2M 0.96% 19
2025
Q4 		$9.64M Sell
118,572
-5,418
-4% -$440K 1.27% 19
2025
Q3 		$9.91M Sell
123,990
-1,728
-1% -$132K 1.39% 19
2025
Q2 		$9.19M Buy
125,718
+5,670
+5% +$373K 1.37% 19
2025
Q1 		$7.42M Sell
120,048
-3,168
-3% -$214K 1.16% 23
2024
Q4 		$8.43M Sell
123,216
-1,968
-2% -$132K 1.32% 19
2024
Q3 		$8.01M Sell
125,184
-3,108
-2% -$193K 1.28% 20
2024
Q2 		$8M Sell
128,292
-3,180
-2% -$185K 1.39% 18
2024
Q1 		$7.54M Sell
131,472
-3,630
-3% -$200K 1.29% 20
2023
Q4 		$7M Sell
135,102
-3,318
-2% -$160K 1.33% 20
2023
Q3 		$6.28M Sell
138,420
-2,136
-2% -$101K 1.33% 21
2023
Q2 		$6.63M Sell
140,556
-3,690
-3% -$160K 1.33% 20
2023
Q1 		$6M Buy
144,246
+7,068
+5% +$275K 1.27% 22
2022
Q4 		$4.87M Buy
137,178
+1,362
+1% +$50.1K 1.1% 27
2022
Q3 		$4.84M Buy
135,816
+1,110
+0.8% +$44.6K 1.21% 22
2022
Q2 		$5M Sell
134,706
-816
-0.6% -$33.5K 1.21% 23
2022
Q1 		$6.5M Buy
135,522
+10,290
+8% +$487K 1.37% 19
2021
Q4 		$6.7M Buy
125,232
+990
+0.8% +$51.6K 1.37% 19
2021
Q3 		$6.01M Sell
124,242
-900
-0.7% -$44.8K 1.33% 19
2021
Q2 		$5.98M Buy
125,142
+48,612
+64% +$2.21M 1.29% 20
2021
Q1 		$3.28M Buy
76,530
+23,118
+43% +$989K 0.79% 38
2020
Q4 		$2.25M Buy
53,412
+2,004
+4% +$80K 0.59% 50
2020
Q3 		$1.95M Sell
51,408
-210
-0.4% -$7.75K 0.58% 52
2020
Q2 		$1.74M Sell
51,618
-246
-0.5% -$7.57K 0.57% 54
2020
Q1 		$1.35M Buy
51,864
+4,950
+11% +$148K 0.51% 60
2019
Q4 		$1.42M Sell
46,914
-2,076
-4% -$60K 0.45% 63
2019
Q3 		$1.36M Sell
48,990
-678
-1% -$18.8K 0.46% 65
2019
Q2 		$1.35M Sell
49,668
-7,236
-13% -$193K 0.48% 61
2019
Q1 		$1.48M Hold
56,904
– – 0.54% 54
2018
Q4 		$1.27M Buy
+56,904
New +$1.38M 0.51% 55

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

Laurel Wealth Advisors (North Carolina)'s VUG Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Vanguard Morningstar Growth ETF (VUG) stake by 84% in Q2 2026, selling an estimated $47.5M and leaving 109,273 shares worth $9.41M. The position accounts for 0.91% of the portfolio, ranked #21.

Laurel Wealth Advisors (North Carolina) first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.91M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 109,273 shares of Vanguard Morningstar Growth ETF worth $9.41M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 564,611 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $47.5M.
  • Vanguard Morningstar Growth ETF made up 0.91% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #21 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Morningstar Growth ETF position peaked at $9.91M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.