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

Moneta Group 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 		$744M Sell
8,638,955
-42,271,525
-83% -$3.56B 5.51% 5
2026
Q1 		$618M Buy
50,910,480
+42,684,774
+519% +$3.32B 4.65% 6
2025
Q4 		$669M Sell
8,225,706
-10,464
-0.1% -$849K 5.06% 5
2025
Q3 		$658M Buy
8,236,170
+3,018,204
+58% +$231M 5.23% 3
2025
Q2 		$381M Buy
5,217,966
+361,044
+7% +$23.8M 4.54% 2
2025
Q1 		$300M Buy
4,856,922
+150,390
+3% +$10.1M 4.14% 4
2024
Q4 		$322M Buy
4,706,532
+154,950
+3% +$10.4M 4.51% 2
2024
Q3 		$291M Buy
4,551,582
+174,774
+4% +$10.8M 4.23% 3
2024
Q2 		$273M Buy
4,376,808
+25,692
+0.6% +$1.5M 4.36% 3
2024
Q1 		$250M Buy
4,351,116
+906,540
+26% +$49.9M 4.07% 3
2023
Q4 		$178M Buy
3,444,576
+190,740
+6% +$9.21M 3.53% 5
2023
Q3 		$148M Buy
3,253,836
+151,812
+5% +$7.17M 3.35% 6
2023
Q2 		$146M Buy
3,102,024
+199,134
+7% +$8.64M 3.24% 5
2023
Q1 		$121M Buy
2,902,890
+865,308
+42% +$33.7M 2.9% 7
2022
Q4 		$79.9M Sell
2,037,582
-107,664
-5% -$3.96M 2.19% 9
2022
Q3 		$76.5M Sell
2,145,246
-267,108
-11% -$10.7M 2.91% 5
2022
Q2 		$89.6M Buy
2,412,354
+851,916
+55% +$35M 3.06% 4
2022
Q1 		$74.8M Buy
1,560,438
+180,120
+13% +$8.52M 2.94% 5
2021
Q4 		$73.8M Buy
1,380,318
+119,070
+9% +$6.2M 3% 4
2021
Q3 		$61M Buy
1,261,248
+63,192
+5% +$3.14M 2.81% 4
2021
Q2 		$57.3M Buy
1,198,056
+98,058
+9% +$4.45M 2.64% 4
2021
Q1 		$47.1M Buy
1,099,998
+624,690
+131% +$26.7M 2.49% 4
2020
Q4 		$20.1M Sell
475,308
-34,590
-7% -$1.38M 1.44% 22
2020
Q3 		$19.3M Sell
509,898
-1,506
-0.3% -$55.6K 1.68% 19
2020
Q2 		$17.2M Buy
511,404
+3,648
+0.7% +$112K 1.63% 19
2020
Q1 		$13.3M Buy
507,756
+17,958
+4% +$538K 1.38% 22
2019
Q4 		$14.9M Sell
489,798
-46,986
-9% -$1.36M 1.25% 21
2019
Q3 		$14.9M Sell
536,784
-12,024
-2% -$334K 1.39% 18
2019
Q2 		$14.9M Sell
548,808
-24,804
-4% -$663K 1.47% 15
2019
Q1 		$15M Buy
573,612
+48,918
+9% +$1.21M 1.56% 17
2018
Q4 		$11.7M Buy
524,694
+5,322
+1% +$129K 1.4% 19
2018
Q3 		$13.9M Buy
519,372
+139,224
+37% +$3.64M 1.43% 19
2018
Q2 		$9.49M Buy
380,148
+56,676
+18% +$1.39M 1.06% 20
2018
Q1 		$7.65M Buy
323,472
+235,632
+268% +$5.74M 1.02% 21
2017
Q4 		$2.06M Buy
87,840
+1,806
+2% +$41.5K 0.31% 45
2017
Q3 		$1.9M Hold
86,034
– – 0.3% 44
2017
Q2 		$1.82M Buy
+86,034
New +$1.8M 0.3% 59
2015
Q4 		– Sell
-2,328
Closed -$39K – 412
2015
Q3 		$39K Buy
+2,328
New +$41.3K 0.01% 258

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

Moneta Group Investment Advisors's VUG Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $3.56B and leaving 8,638,955 shares worth $744M. The position accounts for 5.51% of the portfolio, ranked #5.

Moneta Group Investment Advisors first reported a position in VUG in Q3 2015 and has held it in 38 quarters since. 2,891 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Moneta Group Investment Advisors held 8,638,955 shares of Vanguard Morningstar Growth ETF worth $744M as of Q2 2026.
  • Moneta Group Investment Advisors sold 42,271,525 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.56B.
  • Vanguard Morningstar Growth ETF made up 5.51% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2015 and has held it in 38 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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