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Mustard Seed Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Mustard Seed Financial’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 		$13.2M Buy
152,815
+11,221
+8% +$944K 6.84% 3
2026
Q1 		$10.3M Buy
141,594
+8,406
+6% +$654K 6.18% 3
2025
Q4 		$10.8M Buy
133,188
+5,784
+5% +$469K 6.81% 3
2025
Q3 		$10.2M Buy
127,404
+2,046
+2% +$156K 6.55% 3
2025
Q2 		$9.16M Buy
125,358
+14,502
+13% +$955K 6.6% 4
2025
Q1 		$6.85M Buy
110,856
+6,456
+6% +$435K 5.51% 4
2024
Q4 		$7.14M Buy
104,400
+3,186
+3% +$214K 5.8% 4
2024
Q3 		$6.48M Buy
101,214
+6,006
+6% +$372K 5.38% 5
2024
Q2 		$5.93M Buy
95,208
+3,540
+4% +$206K 5.68% 4
2024
Q1 		$5.26M Buy
91,668
+4,068
+5% +$224K 5.25% 4
2023
Q4 		$4.54M Buy
+87,600
New +$4.23M 5.13% 5

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

Mustard Seed Financial's VUG Position: Q2 2026 in Review

Mustard Seed Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.9% in Q2 2026, buying an estimated $944K and bringing the position to 152,815 shares worth $13.2M. The position accounts for 6.84% of the portfolio, ranked #3.

Mustard Seed Financial first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Mustard Seed Financial held 152,815 shares of Vanguard Morningstar Growth ETF worth $13.2M as of Q2 2026.
  • Mustard Seed Financial bought 11,221 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $944K.
  • Vanguard Morningstar Growth ETF made up 6.84% of Mustard Seed Financial's portfolio in Q2 2026, its #3 holding.
  • Mustard Seed Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.