Northwest Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Northwest Financial 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	$233K	Buy	+2,710	New	+$228K	0.03%	81
2026 Q1	–	Sell	-2,706	Closed	-$220K	–	76
2025 Q4	$220K	Sell	2,706 -66	-2%	-$5.36K	0.45%	63
2025 Q3	$222K	Hold	2,772	–	–	0.28%	88
2025 Q2	$203K	Buy	+2,772	New	+$183K	0.28%	91
2024 Q4	–	Sell	-1,098	Closed	-$70.3K	–	538
2024 Q3	$70.3K	Buy	+1,098	New	+$68.1K	0.06%	190
2024 Q1	–	Sell	-3,366	Closed	-$174K	–	523
2023 Q4	$174K	Buy	+3,366	New	+$162K	0.15%	95

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 22.9% 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

Northwest Financial Advisors's VUG Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,710 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #81 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in VUG as recently as Q4 2025.

Northwest Financial Advisors first reported a position in VUG in Q4 2023 and has held it in 6 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Northwest Financial Advisors held 2,710 shares of Vanguard Morningstar Growth ETF worth $233K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Northwest Financial Advisors position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.03% of Northwest Financial Advisors's portfolio in Q2 2026, its #81 holding.
Northwest Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 6 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.