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

MKT 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	$1.49M	Buy	17,382 +3,072	+21%	+$258K	0.46%	31
2026 Q1	$1.06M	Buy	14,310 +720	+5%	+$56K	0.36%	42
2025 Q4	$1.11M	Buy	13,590 +3,540	+35%	+$287K	0.38%	40
2025 Q3	$807K	Sell	10,050 -1,248	-11%	-$95.4K	0.3%	52
2025 Q2	$817K	Hold	11,298	–	–	0.32%	49
2025 Q1	$630K	Buy	11,298 +270	+2%	+$18.2K	0.3%	50
2024 Q4	$764K	Buy	11,028 +336	+3%	+$22.6K	0.33%	46
2024 Q3	$676K	Buy	10,692 +6	+0.1%	+$372	0.32%	48
2024 Q2	$692K	Buy	10,686 +6	+0.1%	+$350	0.34%	48
2024 Q1	$607K	Sell	10,680 -246	-2%	-$13.5K	0.33%	54
2023 Q4	$549K	Buy	10,926 +6	+0.1%	+$290	0.36%	55
2023 Q3	$499K	Buy	10,920 +6	+0.1%	+$283	0.38%	58
2023 Q2	$531K	Buy	10,914 +2,136	+24%	+$92.6K	0.37%	56
2023 Q1	$360K	Buy	8,778 +3,132	+55%	+$122K	0.27%	76
2022 Q4	$209K	Buy	+5,646	New	+$208K	0.16%	128
2022 Q3	–	Sell	-7,428	Closed	-$285K	–	139
2022 Q2	$285K	Sell	7,428 -420	-5%	-$17.3K	0.22%	95
2022 Q1	$307K	Buy	7,848 +1,578	+25%	+$74.6K	0.23%	90
2021 Q4	$287K	Buy	+6,270	New	+$327K	0.22%	102

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

MKT Advisors's VUG Position: Q2 2026 in Review

MKT Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q2 2026, buying an estimated $258K and bringing the position to 17,382 shares worth $1.49M. The position accounts for 0.46% of the portfolio, ranked #31.

MKT Advisors first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

MKT Advisors held 17,382 shares of Vanguard Morningstar Growth ETF worth $1.49M as of Q2 2026.
MKT Advisors bought 3,072 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $258K.
Vanguard Morningstar Growth ETF made up 0.46% of MKT Advisors's portfolio in Q2 2026, its #31 holding.
MKT Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.