Oak Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Oak 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	$347K	Hold	4,032	–	–	0.17%	58
2026 Q1	$294K	Hold	4,032	–	–	0.16%	50
2025 Q4	$328K	Hold	4,032	–	–	0.19%	49
2025 Q3	$323K	Hold	4,032	–	–	0.19%	47
2025 Q2	$295K	Sell	4,032 -666	-14%	-$43.8K	0.19%	49
2025 Q1	$290K	Hold	4,698	–	–	0.21%	46
2024 Q4	$321K	Buy	+4,698	New	+$316K	0.25%	47

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

Oak Wealth Advisors's VUG Position: Q2 2026 in Review

Oak Wealth Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 4,032 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #58.

Oak Wealth Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,368 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Oak Wealth Advisors held 4,032 shares of Vanguard Morningstar Growth ETF worth $347K as of Q2 2026.
Oak Wealth Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.17% of Oak Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Oak Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,368 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.