Orca Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Orca Wealth Management’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	$208K	Buy	+2,414	New	+$203K	0.12%	81

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Orca Wealth Management's VUG Position: Q2 2026 in Review

Orca Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,414 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #81 among its holdings.

1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Orca Wealth Management held 2,414 shares of Vanguard Morningstar Growth ETF worth $208K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Orca Wealth Management position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.12% of Orca Wealth Management's portfolio in Q2 2026, its #81 holding.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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