Northern Lights Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Northern Lights 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	$3.47M	Buy	40,337 +2,099	+5%	+$177K	1.89%	19
2026 Q1	$2.78M	Buy	38,238 +6,102	+19%	+$475K	1.89%	19
2025 Q4	$2.61M	Buy	+32,136	New	+$2.61M	1.79%	19

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

Northern Lights Advisors's VUG Position: Q2 2026 in Review

Northern Lights Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.5% in Q2 2026, buying an estimated $177K and bringing the position to 40,337 shares worth $3.47M. The position accounts for 1.89% of the portfolio, ranked #19.

Northern Lights Advisors first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Northern Lights Advisors held 40,337 shares of Vanguard Morningstar Growth ETF worth $3.47M as of Q2 2026.
Northern Lights Advisors bought 2,099 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $177K.
Vanguard Morningstar Growth ETF made up 1.89% of Northern Lights Advisors's portfolio in Q2 2026, its #19 holding.
Northern Lights Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Northern Lights Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.