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

Mountain Capital 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 		$125M Sell
1,454,679
-7,959,999
-85% -$670M 17.84% 3
2026
Q1 		$131M Buy
9,414,678
+7,903,938
+523% +$615M 19.44% 2
2025
Q4 		$122M Buy
1,510,740
+56,220
+4% +$4.56M 19.64% 3
2025
Q3 		$117M Sell
1,454,520
-260,928
-15% -$19.9M 20.57% 2
2025
Q2 		$124M Buy
1,715,448
+128,436
+8% +$8.46M 23.84% 2
2025
Q1 		$98.1M Buy
1,587,012
+73,290
+5% +$4.94M 21.04% 2
2024
Q4 		$105M Sell
1,513,722
-114,366
-7% -$7.68M 21.72% 2
2024
Q3 		$111M Buy
1,628,088
+194,256
+14% +$12M 24.33% 1
2024
Q2 		$92.5M Sell
1,433,832
-14,292
-1% -$833K 22.95% 2
2024
Q1 		$82.7M Sell
1,448,124
-30,852
-2% -$1.7M 23.19% 2
2023
Q4 		$75.9M Buy
1,478,976
+19,530
+1% +$943K 25.63% 2
2023
Q3 		$70.2M Buy
1,459,446
+109,764
+8% +$5.18M 26.32% 1
2023
Q2 		$64.8M Buy
+1,349,682
New +$58.5M 24.44% 2
2017
Q4 		– Sell
-24
Closed -$1K – 419
2017
Q3 		$1K Buy
+24
New +$522 ﹤0.01% 487

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

Mountain Capital Investment Advisors's VUG Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 85% in Q2 2026, selling an estimated $670M and leaving 1,454,679 shares worth $125M. The position accounts for 17.84% of the portfolio, ranked #3.

Mountain Capital Investment Advisors first reported a position in VUG in Q3 2017 and has held it in 14 quarters since. The position peaked at $131M in Q1 2026. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,454,679 shares of Vanguard Morningstar Growth ETF worth $125M as of Q2 2026.
  • Mountain Capital Investment Advisors sold 7,959,999 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $670M.
  • Vanguard Morningstar Growth ETF made up 17.84% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Mountain Capital Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2017 and has held it in 14 quarters since.
  • Mountain Capital Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $131M in Q1 2026.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.