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

McClarren 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	–	Sell	-3,048	Closed	-$222K	–	87
2026 Q1	$222K	Sell	3,048 -4,914	-62%	-$382K	0.13%	73
2025 Q4	$248K	Buy	+7,962	New	+$646K	0.15%	69
2025 Q2	–	Sell	-6,672	Closed	-$125K	–	297
2025 Q1	$125K	Buy	+6,672	New	+$450K	0.08%	92
2024 Q4	–	Sell	-6,906	Closed	-$34	–	319
2024 Q3	$34	Buy	+6,906	New	+$428K	﹤0.01%	139
2022 Q4	–	Sell	-1,140	Closed	-$40K	–	481
2022 Q3	$40K	Buy	+1,140	New	+$45.8K	0.04%	156
2022 Q2	–	Sell	-1,896	Closed	-$91K	–	285
2022 Q1	$91K	Sell	1,896 -6	-0.3%	-$284	0.07%	92
2021 Q4	$102K	Buy	1,902 +12	+0.6%	+$625	0.07%	98
2021 Q3	$91K	Hold	1,890	–	–	0.07%	85
2021 Q2	$90K	Sell	1,890 -1,884	-50%	-$85.5K	0.07%	83
2021 Q1	$162K	Buy	3,774 +6	+0.2%	+$257	0.14%	59
2020 Q4	$159K	Buy	+3,768	New	+$150K	0.15%	55

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

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

McClarren Financial Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 3,048 shares — an estimated $222K sold.

McClarren Financial Advisors first reported a position in VUG in Q4 2020 and held it in 11 quarters. The position peaked at $248K in Q4 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

McClarren Financial Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
McClarren Financial Advisors sold 3,048 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $222K.
McClarren Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and held it in 11 quarters.
McClarren Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $248K in Q4 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.