MIA
VUG icon

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

Milestone 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 		$21.1M Sell
245,212
-440
-0.2% -$37K 4.56% 4
2026
Q1 		$17.9M Sell
245,652
-2,838
-1% -$221K 4.32% 5
2025
Q4 		$20.2M Sell
248,490
-3,930
-2% -$319K 4.89% 4
2025
Q3 		$20.2M Sell
252,420
-750
-0.3% -$57.3K 5.01% 4
2025
Q2 		$18.5M Sell
253,170
-17,376
-6% -$1.14M 4.83% 4
2025
Q1 		$16.7M Sell
270,546
-18,594
-6% -$1.25M 4.64% 4
2024
Q4 		$19.8M Buy
289,140
+6,438
+2% +$433K 5.37% 4
2024
Q3 		$18.1M Sell
282,702
-2,868
-1% -$178K 5.07% 5
2024
Q2 		$17.8M Sell
285,570
-2,100
-0.7% -$122K 4.73% 5
2024
Q1 		$16.5M Sell
287,670
-276
-0.1% -$15.2K 4.45% 7
2023
Q4 		$14.9M Buy
287,946
+2,424
+0.8% +$117K 4.33% 7
2023
Q3 		$13M Buy
285,522
+1,884
+0.7% +$89K 3.69% 8
2023
Q2 		$13.4M Buy
283,638
+61,404
+28% +$2.66M 4.14% 8
2023
Q1 		$9.24M Buy
222,234
+26,532
+14% +$1.03M 2.85% 12
2022
Q4 		$6.95M Buy
+195,702
New +$7.2M 2.44% 14

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

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

Milestone Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.18% in Q2 2026, selling an estimated $37K and leaving 245,212 shares worth $21.1M. The position accounts for 4.56% of the portfolio, ranked #4.

Milestone Investment Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Milestone Investment Advisors held 245,212 shares of Vanguard Morningstar Growth ETF worth $21.1M as of Q2 2026.
  • Milestone Investment Advisors sold 440 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $37K.
  • Vanguard Morningstar Growth ETF made up 4.56% of Milestone Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Milestone Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.