Nikulski Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Nikulski Financial’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	$296K	Sell	3,438 -150	-4%	-$12.6K	0.06%	156
2026 Q1	$261K	Hold	3,588	–	–	0.06%	160
2025 Q4	$292K	Sell	3,588 -882	-20%	-$71.6K	0.07%	153
2025 Q3	$357K	Hold	4,470	–	–	0.09%	119
2025 Q2	$327K	Sell	4,470 -6	-0.1%	-$395	0.09%	116
2025 Q1	$277K	Hold	4,476	–	–	0.08%	118
2024 Q4	$306K	Sell	4,476 -720	-14%	-$48.4K	0.09%	107
2024 Q3	$332K	Hold	5,196	–	–	0.1%	101
2024 Q2	$324K	Hold	5,196	–	–	0.1%	103
2024 Q1	$298K	Buy	5,196 +480	+10%	+$26.4K	0.1%	104
2023 Q4	$244K	Buy	4,716 +240	+5%	+$11.6K	0.09%	119
2023 Q3	$203K	Buy	+4,476	New	+$211K	0.08%	121

Other funds holding VUG

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 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 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

Nikulski Financial's VUG Position: Q2 2026 in Review

Nikulski Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.2% in Q2 2026, selling an estimated $12.6K and leaving 3,438 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #156.

Nikulski Financial first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. The position peaked at $357K in Q3 2025. 1,437 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Nikulski Financial held 3,438 shares of Vanguard Morningstar Growth ETF worth $296K as of Q2 2026.
Nikulski Financial sold 150 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $12.6K.
Vanguard Morningstar Growth ETF made up 0.06% of Nikulski Financial's portfolio in Q2 2026, its #156 holding.
Nikulski Financial first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
Nikulski Financial's Vanguard Morningstar Growth ETF position peaked at $357K in Q3 2025.
1,437 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.