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

Mount Yale 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 		$75M Buy
871,237
+480,535
+123% +$40.4M 1.39% 10
2026
Q1 		$28.4M Buy
390,702
+346,734
+789% +$27M 0.66% 27
2025
Q4 		$3.58M Buy
43,968
+17,484
+66% +$1.42M 0.17% 129
2025
Q3 		$2.12M Buy
26,484
+20,964
+380% +$1.6M 0.15% 152
2025
Q2 		$403K Buy
5,520
+6
+0.1% +$395 0.03% 385
2025
Q1 		$340K Buy
5,514
+510
+10% +$34.4K 0.03% 404
2024
Q4 		$342K Sell
5,004
-2,316
-32% -$156K 0.03% 410
2024
Q3 		$468K Buy
7,320
+6
+0.1% +$372 0.04% 359
2024
Q2 		$456K Sell
7,314
-2,832
-28% -$165K 0.04% 360
2024
Q1 		$582K Buy
10,146
+360
+4% +$19.8K 0.04% 321
2023
Q4 		$507K Buy
9,786
+1,320
+16% +$63.7K 0.05% 315
2023
Q3 		$384K Buy
8,466
+1,152
+16% +$54.4K 0.04% 350
2023
Q2 		$345K Buy
7,314
+654
+10% +$28.4K 0.04% 364
2023
Q1 		$277K Sell
6,660
-1,392
-17% -$54.1K 0.03% 397
2022
Q4 		$286K Sell
8,052
-270
-3% -$9.93K 0.03% 362
2022
Q3 		$297K Sell
8,322
-900
-10% -$36.2K 0.04% 345
2022
Q2 		$343K Sell
9,222
-1,086
-11% -$44.6K 0.04% 327
2022
Q1 		$494K Sell
10,308
-672
-6% -$31.8K 0.05% 303
2021
Q4 		$587K Buy
10,980
+1,404
+15% +$73.1K 0.06% 277
2021
Q3 		$463K Sell
9,576
-624
-6% -$31.1K 0.05% 300
2021
Q2 		$488K Hold
10,200
– – 0.06% 267
2021
Q1 		$437K Buy
+10,200
New +$436K 0.06% 273

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 22.9% 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

Mount Yale Investment Advisors's VUG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 123% in Q2 2026, buying an estimated $40.4M and bringing the position to 871,237 shares worth $75M. The position accounts for 1.39% of the portfolio, ranked #10.

Mount Yale Investment Advisors first reported a position in VUG in Q1 2021 and has held it in 22 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Mount Yale Investment Advisors held 871,237 shares of Vanguard Morningstar Growth ETF worth $75M as of Q2 2026.
  • Mount Yale Investment Advisors bought 480,535 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $40.4M.
  • Vanguard Morningstar Growth ETF made up 1.39% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.