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Main Street Financial Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Main Street Financial Solutions’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 		$3.2M Sell
37,199
-1,759
-5% -$148K 0.21% 106
2026
Q1 		$2.84M Sell
38,958
-1,374
-3% -$107K 0.21% 100
2025
Q4 		$3.28M Sell
40,332
-25,518
-39% -$2.07M 0.25% 85
2025
Q3 		$5.26M Buy
65,850
+5,676
+9% +$434K 0.34% 62
2025
Q2 		$4.4M Buy
60,174
+24,768
+70% +$1.63M 0.32% 66
2025
Q1 		$2.19M Buy
35,406
+5,256
+17% +$354K 0.19% 119
2024
Q4 		$2.06M Sell
30,150
-12,582
-29% -$845K 0.2% 99
2024
Q3 		$2.73M Buy
42,732
+1,110
+3% +$68.8K 0.25% 86
2024
Q2 		$2.59M Buy
41,622
+924
+2% +$53.9K 0.24% 83
2024
Q1 		$2.33M Buy
40,698
+11,316
+39% +$622K 0.25% 81
2023
Q4 		$1.52M Buy
29,382
+630
+2% +$30.4K 0.2% 107
2023
Q3 		$1.31M Buy
28,752
+1,458
+5% +$68.9K 0.18% 113
2023
Q2 		$1.29M Sell
27,294
-462
-2% -$20K 0.17% 121
2023
Q1 		$1.15M Buy
27,756
+804
+3% +$31.3K 0.17% 126
2022
Q4 		$957K Sell
26,952
-420
-2% -$15.4K 0.15% 146
2022
Q3 		$976K Sell
27,372
-468
-2% -$18.8K 0.16% 131
2022
Q2 		$1.03M Sell
27,840
-696
-2% -$28.6K 0.13% 144
2022
Q1 		$1.37M Sell
28,536
-528
-2% -$25K 0.2% 111
2021
Q4 		$1.55M Sell
29,064
-378
-1% -$19.7K 0.22% 104
2021
Q3 		$1.42M Buy
29,442
+1,746
+6% +$86.9K 0.22% 107
2021
Q2 		$1.32M Buy
27,696
+84
+0.3% +$3.81K 0.21% 113
2021
Q1 		$1.18M Buy
27,612
+36
+0.1% +$1.54K 0.21% 114
2020
Q4 		$1.16M Buy
+27,576
New +$1.1M 0.24% 101

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

Main Street Financial Solutions's VUG Position: Q2 2026 in Review

Main Street Financial Solutions reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.5% in Q2 2026, selling an estimated $148K and leaving 37,199 shares worth $3.2M. The position accounts for 0.21% of the portfolio, ranked #106.

Main Street Financial Solutions first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.26M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Main Street Financial Solutions held 37,199 shares of Vanguard Morningstar Growth ETF worth $3.2M as of Q2 2026.
  • Main Street Financial Solutions sold 1,759 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $148K.
  • Vanguard Morningstar Growth ETF made up 0.21% of Main Street Financial Solutions's portfolio in Q2 2026, its #106 holding.
  • Main Street Financial Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Main Street Financial Solutions's Vanguard Morningstar Growth ETF position peaked at $5.26M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.