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New England Private Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

New England Private Wealth 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 		$1.61M Sell
19,248
-84
-0.4% -$7.07K 0.16% 95
2026
Q1 		$1.41M Sell
19,332
-204
-1% -$15.9K 0.16% 89
2025
Q4 		$1.59M Sell
19,536
-222
-1% -$18K 0.2% 82
2025
Q3 		$1.58M Hold
19,758
– – 0.21% 81
2025
Q2 		$1.5M Buy
19,758
+12
+0.1% +$790 0.22% 73
2025
Q1 		$1.22M Buy
19,746
+18
+0.1% +$1.21K 0.19% 76
2024
Q4 		$1.35M Buy
19,728
+12
+0.1% +$806 0.21% 73
2024
Q3 		$1.26M Buy
19,716
+948
+5% +$58.8K 0.2% 74
2024
Q2 		$1.17M Buy
18,768
+354
+2% +$20.6K 0.2% 74
2024
Q1 		$1.06M Buy
18,414
+12
+0.1% +$660 0.19% 76
2023
Q4 		$954K Buy
18,402
+12
+0.1% +$579 0.18% 77
2023
Q3 		$835K Sell
18,390
-78
-0.4% -$3.68K 0.17% 76
2023
Q2 		$872K Buy
18,468
+7,200
+64% +$312K 0.18% 71
2023
Q1 		$468K Buy
11,268
+12
+0.1% +$467 0.1% 78
2022
Q4 		$400K Buy
+11,256
New +$414K 0.08% 77
2022
Q3 		– Sell
-5,130
Closed -$246K – 110
2022
Q2 		$246K Hold
5,130
– – 0.05% 93
2022
Q1 		$246K Hold
5,130
– – 0.04% 94
2021
Q4 		$275K Hold
5,130
– – 0.05% 90
2021
Q3 		$248K Hold
5,130
– – 0.05% 93
2021
Q2 		$246K Hold
5,130
– – 0.05% 93
2021
Q1 		$220K Hold
5,130
– – 0.04% 93
2020
Q4 		$216K Buy
+5,130
New +$205K 0.05% 82

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

New England Private Wealth Advisors's VUG Position: Q2 2026 in Review

New England Private Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.43% in Q2 2026, selling an estimated $7.07K and leaving 19,248 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #95.

New England Private Wealth Advisors first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • New England Private Wealth Advisors held 19,248 shares of Vanguard Morningstar Growth ETF worth $1.61M as of Q2 2026.
  • New England Private Wealth Advisors sold 84 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.07K.
  • Vanguard Morningstar Growth ETF made up 0.16% of New England Private Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • New England Private Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.