Midland Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Midland Wealth 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	-4,200	Closed	-$306K	–	172
2026 Q1	$306K	Sell	4,200 -708	-14%	-$55.1K	0.02%	133
2025 Q4	$399K	Sell	4,908 -600	-11%	-$48.7K	0.02%	119
2025 Q3	$440K	Sell	5,508 -204	-4%	-$15.6K	0.02%	122
2025 Q2	$417K	Buy	5,712 +1,446	+34%	+$95.2K	0.02%	129
2025 Q1	$264K	Sell	4,266 -744	-15%	-$50.2K	0.02%	163
2024 Q4	$343K	Sell	5,010 -60	-1%	-$4.03K	0.02%	151
2024 Q3	$324K	Sell	5,070 -504	-9%	-$31.2K	0.02%	161
2024 Q2	$347K	Buy	5,574 +204	+4%	+$11.9K	0.02%	157
2024 Q1	$308K	Buy	+5,370	New	+$295K	0.02%	163

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

Midland Wealth Advisors's VUG Position: Q2 2026 in Review

Midland Wealth Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 4,200 shares — an estimated $306K sold.

Midland Wealth Advisors first reported a position in VUG in Q1 2024 and held it in 9 quarters. The position peaked at $440K in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Midland Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
Midland Wealth Advisors sold 4,200 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $306K.
Midland Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and held it in 9 quarters.
Midland Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $440K in Q3 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.