MeadowBrook Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MeadowBrook Investment 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	$274K	Sell	3,185 -55	-2%	-$4.63K	0.22%	87
2026 Q1	$236K	Hold	3,240	–	–	0.21%	92
2025 Q4	$263K	Hold	3,240	–	–	0.22%	90
2025 Q3	$259K	Hold	3,240	–	–	0.22%	90
2025 Q2	$237K	Hold	3,240	–	–	0.21%	101
2025 Q1	$200K	Hold	3,240	–	–	0.19%	112
2024 Q4	$222K	Buy	3,240 +66	+2%	+$4.43K	0.2%	102
2024 Q3	$203K	Sell	3,174 -525,444	-99%	-$32.6M	0.18%	104
2024 Q2	$5.17M	Buy	528,618 +528,552	+800,836%	+$30.8M	4.89%	2
2024 Q1	$3.79K	Hold	66	–	–	﹤0.01%	282
2023 Q4	$3.42K	Buy	+66	New	+$3.19K	﹤0.01%	296

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

MeadowBrook Investment Advisors's VUG Position: Q2 2026 in Review

MeadowBrook Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.7% in Q2 2026, selling an estimated $4.63K and leaving 3,185 shares worth $274K. The position accounts for 0.22% of the portfolio, ranked #87.

MeadowBrook Investment Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.17M in Q2 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

MeadowBrook Investment Advisors held 3,185 shares of Vanguard Morningstar Growth ETF worth $274K as of Q2 2026.
MeadowBrook Investment Advisors sold 55 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.63K.
Vanguard Morningstar Growth ETF made up 0.22% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #87 holding.
MeadowBrook Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $5.17M in Q2 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.