Nottingham Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Nottingham 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	$262K	Buy	3,074 +2	+0.1%	+$168	0.03%	104
2026 Q1	$224K	Buy	3,072 +6	+0.2%	+$467	0.03%	109
2025 Q4	$250K	Hold	3,066	–	–	0.03%	93
2025 Q3	$245K	Buy	3,066 +6	+0.2%	+$458	0.03%	95
2025 Q2	$224K	Sell	3,060 -336	-10%	-$22.1K	0.03%	101
2025 Q1	$210K	Hold	3,396	–	–	0.03%	110
2024 Q4	$232K	Buy	+3,396	New	+$228K	0.03%	122

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

Nottingham Advisors's VUG Position: Q2 2026 in Review

Nottingham Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q2 2026, buying an estimated $168 and bringing the position to 3,074 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #104.

Nottingham Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Nottingham Advisors held 3,074 shares of Vanguard Morningstar Growth ETF worth $262K as of Q2 2026.
Nottingham Advisors bought 2 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Morningstar Growth ETF made up 0.03% of Nottingham Advisors's portfolio in Q2 2026, its #104 holding.
Nottingham Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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