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

Nations 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 		$31.4M Buy
364,203
+2,175
+0.6% +$183K 1.5% 8
2026
Q1 		$26.4M Sell
362,028
-18,048
-5% -$1.4M 1.36% 10
2025
Q4 		$30.9M Buy
380,076
+209,784
+123% +$17M 1.63% 7
2025
Q3 		$13.6M Sell
170,292
-6,852
-4% -$524K 0.85% 18
2025
Q2 		$12.9M Buy
177,144
+1,218
+0.7% +$80.2K 0.89% 18
2025
Q1 		$10.9M Buy
175,926
+2,160
+1% +$146K 0.83% 19
2024
Q4 		$11.9M Sell
173,766
-22,470
-11% -$1.51M 0.87% 17
2024
Q3 		$12.6M Buy
196,236
+3,306
+2% +$205K 0.91% 19
2024
Q2 		$12M Buy
192,930
+3,726
+2% +$217K 0.98% 18
2024
Q1 		$10.9M Sell
189,204
-6,558
-3% -$361K 0.91% 19
2023
Q4 		$10.1M Buy
195,762
+12,984
+7% +$627K 0.94% 17
2023
Q3 		$8.3M Buy
182,778
+9,552
+6% +$451K 0.84% 19
2023
Q2 		$8.17M Buy
173,226
+19,794
+13% +$858K 0.8% 19
2023
Q1 		$6.38M Buy
153,432
+19,908
+15% +$774K 0.67% 24
2022
Q4 		$4.74M Buy
133,524
+8,802
+7% +$324K 0.53% 35
2022
Q3 		$4.45M Buy
124,722
+13,764
+12% +$553K 0.64% 26
2022
Q2 		$4.12M Buy
110,958
+5,094
+5% +$209K 0.55% 35
2022
Q1 		$5.07M Buy
105,864
+20,748
+24% +$981K 0.61% 30
2021
Q4 		$4.55M Buy
85,116
+6,900
+9% +$359K 0.6% 30
2021
Q3 		$3.78M Sell
78,216
-3,606
-4% -$179K 0.57% 35
2021
Q2 		$3.91M Buy
81,822
+13,236
+19% +$601K 0.66% 27
2021
Q1 		$2.94M Buy
68,586
+2,742
+4% +$117K 0.67% 25
2020
Q4 		$2.78M Sell
65,844
-1,764
-3% -$70.4K 0.73% 25
2020
Q3 		$2.56M Sell
67,608
-2,412
-3% -$89.1K 0.8% 25
2020
Q2 		$2.36M Buy
70,020
+3,894
+6% +$120K 0.84% 26
2020
Q1 		$1.73M Buy
66,126
+25,074
+61% +$751K 0.74% 32
2019
Q4 		$1.25M Buy
41,052
+1,950
+5% +$56.3K 0.43% 61
2019
Q3 		$1.11M Buy
39,102
+9,696
+33% +$269K 0.4% 67
2019
Q2 		$801K Sell
29,406
-3,492
-11% -$93.3K 0.53% 50
2019
Q1 		$858K Buy
32,898
+3,762
+13% +$92.8K 0.59% 42
2018
Q4 		$652K Buy
29,136
+3,702
+15% +$89.7K 0.52% 57
2018
Q3 		$683K Buy
25,434
+10,236
+67% +$268K 0.49% 59
2018
Q2 		$379K Sell
15,198
-324
-2% -$7.95K 0.32% 95
2018
Q1 		$367K Buy
15,522
+12
+0.1% +$293 0.33% 87
2017
Q4 		$364K Buy
15,510
+954
+7% +$21.9K 0.33% 93
2017
Q3 		$322K Buy
14,556
+1,152
+9% +$25K 0.31% 99
2017
Q2 		$284K Buy
+13,404
New +$281K 0.23% 129
2016
Q1 		– Sell
-13,050
Closed -$231K – 145
2015
Q4 		$231K Buy
+13,050
New +$234K 0.3% 102

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

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

Nations Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.6% in Q2 2026, buying an estimated $183K and bringing the position to 364,203 shares worth $31.4M. The position accounts for 1.5% of the portfolio, ranked #8.

Nations Financial Group first reported a position in VUG in Q4 2015 and has held it in 38 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Nations Financial Group held 364,203 shares of Vanguard Morningstar Growth ETF worth $31.4M as of Q2 2026.
  • Nations Financial Group bought 2,175 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $183K.
  • Vanguard Morningstar Growth ETF made up 1.5% of Nations Financial Group's portfolio in Q2 2026, its #8 holding.
  • Nations Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and has held it in 38 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.