Nalls Sherbakoff Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Nalls Sherbakoff 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	$485K	Sell	5,634 -462	-8%	-$38.9K	0.35%	52
2026 Q1	$444K	Hold	6,096	–	–	0.33%	54
2025 Q4	$495K	Sell	6,096 -4,092	-40%	-$332K	0.36%	51
2025 Q3	$814K	Sell	10,188 -72	-0.7%	-$5.5K	0.55%	39
2025 Q2	$750K	Hold	10,260	–	–	0.55%	41
2025 Q1	$634K	Buy	+10,260	New	+$692K	0.52%	39
2023 Q4	$280K	Hold	5,406	–	–	0.25%	59
2023 Q3	$245K	Hold	5,406	–	–	0.24%	58
2023 Q2	$239K	Hold	5,406	–	–	0.23%	61
2023 Q1	$221K	Buy	+5,406	New	+$210K	0.22%	69
2018 Q4	$238K	Buy	+10,614	New	+$257K	0.38%	45

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 22.9% 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

Nalls Sherbakoff Group's VUG Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.6% in Q2 2026, selling an estimated $38.9K and leaving 5,634 shares worth $485K. The position accounts for 0.35% of the portfolio, ranked #52.

Nalls Sherbakoff Group first reported a position in VUG in Q4 2018 and has held it in 11 quarters since. The position peaked at $814K in Q3 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Nalls Sherbakoff Group held 5,634 shares of Vanguard Morningstar Growth ETF worth $485K as of Q2 2026.
Nalls Sherbakoff Group sold 462 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $38.9K.
Vanguard Morningstar Growth ETF made up 0.35% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #52 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Vanguard Morningstar Growth ETF position peaked at $814K in Q3 2025.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.