Main Line Retirement Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Main Line Retirement 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	$9.66M	Buy	112,089 +111	+0.1%	+$9.34K	4.43%	10
2026 Q1	$8.15M	Buy	111,978 +2,286	+2%	+$178K	4.07%	10
2025 Q4	$8.92M	Sell	109,692 -46,272	-30%	-$3.76M	4.51%	9
2025 Q3	$12.5M	Buy	155,964 +2,370	+2%	+$181K	6.4%	7
2025 Q2	$11.2M	Buy	153,594 +7,032	+5%	+$463K	6.39%	7
2025 Q1	$9.06M	Buy	146,562 +1,974	+1%	+$133K	5.88%	7
2024 Q4	$9.89M	Buy	144,588 +4,320	+3%	+$290K	6.52%	7
2024 Q3	$8.98M	Buy	140,268 +8,340	+6%	+$517K	6.15%	9
2024 Q2	$8.22M	Buy	131,928 +4,110	+3%	+$240K	6.29%	9
2024 Q1	$7.33M	Buy	127,818 +7,272	+6%	+$400K	5.76%	9
2023 Q4	$6.25M	Buy	+120,546	New	+$5.82M	5.43%	9
2023 Q2	$5.36M	Buy	+113,586	New	+$4.93M	5.04%	10

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Main Line Retirement Advisors's VUG Position: Q2 2026 in Review

Main Line Retirement Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.1% in Q2 2026, buying an estimated $9.34K and bringing the position to 112,089 shares worth $9.66M. The position accounts for 4.43% of the portfolio, ranked #10.

Main Line Retirement Advisors first reported a position in VUG in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.5M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Main Line Retirement Advisors held 112,089 shares of Vanguard Morningstar Growth ETF worth $9.66M as of Q2 2026.
Main Line Retirement Advisors bought 111 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.34K.
Vanguard Morningstar Growth ETF made up 4.43% of Main Line Retirement Advisors's portfolio in Q2 2026, its #10 holding.
Main Line Retirement Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 12 quarters since.
Main Line Retirement Advisors's Vanguard Morningstar Growth ETF position peaked at $12.5M in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.