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Nadler Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Nadler Financial Group’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 		$67.5M Sell
783,592
-20,132
-3% -$1.69M 5.72% 6
2026
Q1 		$58.5M Sell
803,724
-52,986
-6% -$4.12M 5.64% 5
2025
Q4 		$69.7M Sell
856,710
-4,536
-0.5% -$368K 6.48% 4
2025
Q3 		$68.8M Sell
861,246
-30,750
-3% -$2.35M 6.56% 4
2025
Q2 		$65.2M Sell
891,996
-27,414
-3% -$1.8M 6.67% 4
2025
Q1 		$56.8M Sell
919,410
-48,516
-5% -$3.27M 6.29% 5
2024
Q4 		$66.2M Buy
967,926
+7,386
+0.8% +$496K 6.97% 4
2024
Q3 		$61.5M Sell
960,540
-1,722
-0.2% -$107K 6.78% 4
2024
Q2 		$60M Buy
962,262
+5,688
+0.6% +$332K 7.05% 4
2024
Q1 		$54.9M Sell
956,574
-12,606
-1% -$693K 6.77% 4
2023
Q4 		$50.2M Buy
969,180
+14,340
+2% +$692K 6.76% 4
2023
Q3 		$43.3M Buy
954,840
+5,280
+0.6% +$249K 6.56% 4
2023
Q2 		$44.8M Buy
949,560
+92,520
+11% +$4.01M 6.55% 4
2023
Q1 		$35.6M Buy
857,040
+78,288
+10% +$3.04M 5.67% 7
2022
Q4 		$27.7M Buy
778,752
+125,742
+19% +$4.63M 4.83% 9
2022
Q3 		$23.3M Buy
653,010
+4,674
+0.7% +$188K 4.43% 10
2022
Q2 		$24.1M Buy
648,336
+7,422
+1% +$305K 4.43% 10
2022
Q1 		$30.7M Sell
640,914
-3,624
-0.6% -$171K 4.81% 10
2021
Q4 		$34.5M Buy
644,538
+5,658
+0.9% +$295K 5.09% 8
2021
Q3 		$30.9M Sell
638,880
-44,190
-6% -$2.2M 5.04% 8
2021
Q2 		$32.7M Sell
683,070
-10,560
-2% -$480K 5.35% 7
2021
Q1 		$29.7M Sell
693,630
-8,064
-1% -$345K 5.31% 7
2020
Q4 		$29.6M Sell
701,694
-23,370
-3% -$933K 5.66% 6
2020
Q3 		$27.5M Sell
725,064
-8,646
-1% -$319K 6.1% 6
2020
Q2 		$24.7M Buy
733,710
+90
+0% +$2.77K 6.18% 6
2020
Q1 		$19.2M Sell
733,620
-13,326
-2% -$399K 5.89% 6
2019
Q4 		$22.7M Sell
746,946
-6,582
-0.9% -$190K 5.6% 7
2019
Q3 		$20.9M Sell
753,528
-8,628
-1% -$239K 5.82% 7
2019
Q2 		$20.8M Buy
762,156
+11,256
+1% +$301K 6% 7
2019
Q1 		$19.6M Sell
750,900
-212,010
-22% -$5.23M 6.24% 7
2018
Q4 		$21.6M Sell
962,910
-71,394
-7% -$1.73M 7.07% 6
2018
Q3 		$27.8M Sell
1,034,304
-48,432
-4% -$1.27M 7.51% 6
2018
Q2 		$27M Buy
1,082,736
+35,244
+3% +$864K 7.65% 6
2018
Q1 		$24.8M Buy
1,047,492
+15,552
+2% +$379K 7.63% 6
2017
Q4 		$24.2M Buy
1,031,940
+23,496
+2% +$539K 7.38% 5
2017
Q3 		$22.3M Buy
1,008,444
+37,908
+4% +$824K 7.35% 6
2017
Q2 		$20.6M Buy
970,536
+8,988
+0.9% +$188K 7% 6
2017
Q1 		$19.5M Buy
961,548
+57,078
+6% +$1.13M 6.8% 6
2016
Q4 		$16.8M Buy
904,470
+121,434
+16% +$2.25M 6.23% 6
2016
Q3 		$14.7M Buy
783,036
+66,564
+9% +$1.24M 5.77% 7
2016
Q2 		$12.8M Buy
716,472
+65,400
+10% +$1.16M 5.4% 7
2016
Q1 		$11.6M Buy
651,072
+77,730
+14% +$1.3M 5.05% 7
2015
Q4 		$10.2M Buy
573,342
+148,866
+35% +$2.67M 4.59% 7
2015
Q3 		$7.09M Buy
424,476
+238,002
+128% +$4.22M 3.55% 8
2015
Q2 		$3.33M Buy
186,474
+118,434
+174% +$2.15M 1.57% 12
2015
Q1 		$1.19M Buy
68,040
+36,360
+115% +$645K 0.57% 19
2014
Q4 		$551K Buy
+31,680
New +$539K 0.29% 35

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Nadler Financial Group's VUG Position: Q2 2026 in Review

Nadler Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, selling an estimated $1.69M and leaving 783,592 shares worth $67.5M. The position accounts for 5.72% of the portfolio, ranked #6.

Nadler Financial Group first reported a position in VUG in Q4 2014 and has held it in 47 quarters since. The position peaked at $69.7M in Q4 2025. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Nadler Financial Group held 783,592 shares of Vanguard Morningstar Growth ETF worth $67.5M as of Q2 2026.
  • Nadler Financial Group sold 20,132 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.69M.
  • Vanguard Morningstar Growth ETF made up 5.72% of Nadler Financial Group's portfolio in Q2 2026, its #6 holding.
  • Nadler Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • Nadler Financial Group's Vanguard Morningstar Growth ETF position peaked at $69.7M in Q4 2025.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.