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

Level 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 		$15.2M Buy
176,907
+31,203
+21% +$2.63M 3.41% 8
2026
Q1 		$10.6M Buy
145,704
+20,364
+16% +$1.58M 2.71% 11
2025
Q4 		$10.2M Buy
125,340
+14,568
+13% +$1.18M 2.69% 11
2025
Q3 		$8.85M Buy
110,772
+7,896
+8% +$603K 2.5% 11
2025
Q2 		$7.52M Buy
102,876
+27,432
+36% +$1.81M 2.34% 13
2025
Q1 		$4.66M Buy
75,444
+12,984
+21% +$875K 1.59% 19
2024
Q4 		$4.27M Buy
62,460
+21,258
+52% +$1.43M 1.57% 18
2024
Q3 		$2.64M Buy
41,202
+11,430
+38% +$708K 1.01% 24
2024
Q2 		$1.86M Buy
29,772
+10,116
+51% +$590K 0.8% 29
2024
Q1 		$1.13M Buy
19,656
+4,656
+31% +$256K 0.51% 36
2023
Q4 		$777K Sell
15,000
-300
-2% -$14.5K 0.38% 37
2023
Q3 		$695K Buy
15,300
+6
+0% +$283 0.39% 34
2023
Q2 		$721K Sell
15,294
-36
-0.2% -$1.56K 0.4% 31
2023
Q1 		$637K Sell
15,330
-1,086
-7% -$42.2K 0.38% 31
2022
Q4 		$583K Buy
16,416
+5,520
+51% +$203K 0.38% 34
2022
Q3 		$388K Sell
10,896
-2,190
-17% -$88K 0.29% 37
2022
Q2 		$486K Buy
13,086
+618
+5% +$25.4K 0.36% 32
2022
Q1 		$598K Buy
12,468
+5,622
+82% +$266K 0.46% 26
2021
Q4 		$366K Buy
+6,846
New +$357K 0.28% 32

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

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

Level Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q2 2026, buying an estimated $2.63M and bringing the position to 176,907 shares worth $15.2M. The position accounts for 3.41% of the portfolio, ranked #8.

Level Financial Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Level Financial Advisors held 176,907 shares of Vanguard Morningstar Growth ETF worth $15.2M as of Q2 2026.
  • Level Financial Advisors bought 31,203 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.63M.
  • Vanguard Morningstar Growth ETF made up 3.41% of Level Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Level Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.