Naples Global Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Naples Global 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	$738K	Buy	8,570 +926	+12%	+$77.9K	0.05%	287
2026 Q1	$557K	Buy	7,644 +792	+12%	+$61.6K	0.04%	306
2025 Q4	$557K	Buy	6,852 +2,928	+75%	+$238K	0.04%	310
2025 Q3	$314K	Hold	3,924	–	–	0.02%	376
2025 Q2	$287K	Sell	3,924 -30	-0.8%	-$1.98K	0.02%	365
2025 Q1	$244K	Buy	3,954 +30	+0.8%	+$2.02K	0.02%	372
2024 Q4	$268K	Buy	+3,924	New	+$264K	0.03%	359

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 22.96% 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

Naples Global Advisors's VUG Position: Q2 2026 in Review

Naples Global Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, buying an estimated $77.9K and bringing the position to 8,570 shares worth $738K. The position accounts for 0.05% of the portfolio, ranked #287.

Naples Global Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Naples Global Advisors held 8,570 shares of Vanguard Morningstar Growth ETF worth $738K as of Q2 2026.
Naples Global Advisors bought 926 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $77.9K.
Vanguard Morningstar Growth ETF made up 0.05% of Naples Global Advisors's portfolio in Q2 2026, its #287 holding.
Naples Global Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.