MA
VUG icon

Mezzasalma Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Mezzasalma 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 		$5.02M Sell
70,532
-48,298
-41% -$4.06M 1.01% 29
2026
Q1 		$4.08M Buy
118,830
+10,614
+10% +$826K 1.04% 22
2025
Q4 		$4.27M Buy
108,216
+56,202
+108% +$4.56M 1.03% 24
2025
Q3 		$4.16M Buy
52,014
+2,742
+6% +$210K 1.06% 20
2025
Q2 		$3.6M Buy
49,272
+5,412
+12% +$356K 1.08% 22
2025
Q1 		$2.71M Buy
43,860
+5,346
+14% +$360K 0.94% 26
2024
Q4 		$2.63M Buy
38,514
+22,836
+146% +$1.53M 0.85% 26
2024
Q3 		$1M Buy
15,678
+10,038
+178% +$622K 0.4% 40
2024
Q2 		$352K Sell
5,640
-102
-2% -$5.95K 0.15% 53
2024
Q1 		$330K Sell
5,742
-720
-11% -$39.6K 0.16% 72
2023
Q4 		$335K Buy
6,462
+132
+2% +$6.37K 0.18% 65
2023
Q3 		$287K Buy
6,330
+276
+5% +$13K 0.18% 67
2023
Q2 		$286K Buy
6,054
+42
+0.7% +$1.82K 0.17% 74
2023
Q1 		$250K Buy
6,012
+36
+0.6% +$1.4K 0.18% 75
2022
Q4 		$212K Buy
5,976
+264
+5% +$9.71K 0.19% 78
2022
Q3 		$204K Hold
5,712
– – 0.16% 73
2022
Q2 		$212K Hold
5,712
– – 0.18% 74
2022
Q1 		$274K Sell
5,712
-90
-2% -$4.26K 0.17% 74
2021
Q4 		$310K Hold
5,802
– – 0.17% 76
2021
Q3 		$281K Hold
5,802
– – 0.16% 74
2021
Q2 		$277K Hold
5,802
– – 0.15% 76
2021
Q1 		$249K Sell
5,802
-42
-0.7% -$1.8K 0.16% 78
2020
Q4 		$247K Buy
+5,844
New +$233K 0.16% 78

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

Mezzasalma Advisors's VUG Position: Q2 2026 in Review

Mezzasalma Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 41% in Q2 2026, selling an estimated $4.06M and leaving 70,532 shares worth $5.02M. The position accounts for 1.01% of the portfolio, ranked #29.

Mezzasalma Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Mezzasalma Advisors held 70,532 shares of Vanguard Morningstar Growth ETF worth $5.02M as of Q2 2026.
  • Mezzasalma Advisors sold 48,298 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.06M.
  • Vanguard Morningstar Growth ETF made up 1.01% of Mezzasalma Advisors's portfolio in Q2 2026, its #29 holding.
  • Mezzasalma Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.