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

Moss Adams 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	$359K	Buy	4,170 +108	+3%	+$9.09K	0.02%	190
2026 Q1	$296K	Hold	4,062	–	–	0.02%	208
2025 Q4	$330K	Sell	4,062 -348	-8%	-$28.2K	0.02%	185
2025 Q3	$353K	Sell	4,410 -474	-10%	-$36.2K	0.03%	171
2025 Q2	$357K	Hold	4,884	–	–	0.03%	169
2025 Q1	$302K	Buy	4,884 +234	+5%	+$15.8K	0.03%	163
2024 Q4	$318K	Hold	4,650	–	–	0.03%	143
2024 Q3	$298K	Sell	4,650 -24	-0.5%	-$1.49K	0.03%	144
2024 Q2	$292K	Sell	4,674 -108	-2%	-$6.3K	0.04%	120
2024 Q1	$274K	Buy	4,782 +132	+3%	+$7.26K	0.04%	116
2023 Q4	$241K	Sell	4,650 -3,600	-44%	-$174K	0.05%	103
2023 Q3	$374K	Hold	8,250	–	–	0.13%	53
2023 Q2	$389K	Hold	8,250	–	–	0.13%	52
2023 Q1	$343K	Hold	8,250	–	–	0.12%	55
2022 Q4	$293K	Buy	+8,250	New	+$303K	0.15%	73

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

Moss Adams Wealth Advisors's VUG Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.7% in Q2 2026, buying an estimated $9.09K and bringing the position to 4,170 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #190.

Moss Adams Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $389K in Q2 2023. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Moss Adams Wealth Advisors held 4,170 shares of Vanguard Morningstar Growth ETF worth $359K as of Q2 2026.
Moss Adams Wealth Advisors bought 108 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.09K.
Vanguard Morningstar Growth ETF made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #190 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $389K in Q2 2023.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.