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Oakmont Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Oakmont Investment 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 		– Sell
-3,300
Closed -$240K – 128
2026
Q1 		$240K Hold
3,300
– – 0.22% 92
2025
Q4 		$268K Buy
+3,300
New +$268K 0.2% 98

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Oakmont Investment Advisors's VUG Position: Q2 2026 in Review

Oakmont Investment Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 3,300 shares — an estimated $240K sold.

Oakmont Investment Advisors first reported a position in VUG in Q4 2025 and held it in 2 quarters. The position peaked at $268K in Q4 2025. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Oakmont Investment Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Oakmont Investment Advisors sold 3,300 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $240K.
  • Oakmont Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and held it in 2 quarters.
  • Oakmont Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $268K in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.