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Mach-1 Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Mach-1 Financial Group’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 		– Sell
-7,242
Closed -$527K – 179
2026
Q1 		$527K Sell
7,242
-9,846
-58% -$766K 0.19% 82
2025
Q4 		$1.39M Buy
17,088
+6,126
+56% +$497K 0.29% 68
2025
Q3 		$876K Buy
+10,962
New +$838K 0.14% 79

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

Mach-1 Financial Group's VUG Position: Q2 2026 in Review

Mach-1 Financial Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 7,242 shares — an estimated $527K sold.

Mach-1 Financial Group first reported a position in VUG in Q3 2025 and held it in 3 quarters. The position peaked at $1.39M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Mach-1 Financial Group reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Mach-1 Financial Group sold 7,242 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $527K.
  • Mach-1 Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 3 quarters.
  • Mach-1 Financial Group's Vanguard Morningstar Growth ETF position peaked at $1.39M in Q4 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.