OWA
VUG icon

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

Outlook 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 		$3.34M Buy
38,812
+304
+0.8% +$25.6K 0.72% 32
2026
Q1 		$2.8M Sell
38,508
-10,374
-21% -$807K 0.68% 33
2025
Q4 		$3.97M Sell
48,882
-462
-0.9% -$37.5K 0.9% 26
2025
Q3 		$3.94M Sell
49,344
-378
-0.8% -$28.9K 0.98% 22
2025
Q2 		$3.63M Buy
49,722
+396
+0.8% +$26.1K 0.93% 21
2025
Q1 		$3.05M Buy
49,326
+186
+0.4% +$12.5K 0.85% 23
2024
Q4 		$3.36M Buy
49,140
+2,544
+5% +$171K 0.97% 22
2024
Q3 		$2.98M Buy
46,596
+450
+1% +$27.9K 0.86% 25
2024
Q2 		$542K Buy
46,146
+432
+0.9% +$25.2K 0.17% 124
2024
Q1 		$2.62M Buy
45,714
+17,010
+59% +$935K 0.81% 29
2023
Q4 		$1.49M Buy
28,704
+48
+0.2% +$2.32K 0.52% 44
2023
Q3 		$1.3M Buy
28,656
+504
+2% +$23.8K 0.5% 47
2023
Q2 		$1.33M Buy
28,152
+20,508
+268% +$889K 0.5% 44
2023
Q1 		$318K Hold
7,644
– – 0.14% 147
2022
Q4 		$271K Sell
7,644
-47,838
-86% -$1.76M 0.13% 144
2022
Q3 		$1.98M Buy
55,482
+9,834
+22% +$395K 0.89% 28
2022
Q2 		$1.7M Sell
45,648
-2,442
-5% -$100K 0.69% 34
2022
Q1 		$2.31M Buy
48,090
+642
+1% +$30.4K 0.77% 23
2021
Q4 		$2.54M Buy
47,448
+174
+0.4% +$9.06K 0.75% 27
2021
Q3 		$2.29M Buy
47,274
+738
+2% +$36.7K 0.75% 32
2021
Q2 		$2.23M Sell
46,536
-12,066
-21% -$548K 0.71% 36
2021
Q1 		$2.51M Buy
58,602
+9,780
+20% +$418K 0.87% 30
2020
Q4 		$2.06M Sell
48,822
-10,758
-18% -$429K 0.75% 33
2020
Q3 		$2.26M Sell
59,580
-576
-1% -$21.3K 0.9% 23
2020
Q2 		$2.03M Sell
60,156
-13,374
-18% -$411K 0.86% 30
2020
Q1 		$1.92M Buy
73,530
+372
+0.5% +$11.1K 1.08% 25
2019
Q4 		$2.22M Sell
73,158
-1,908
-3% -$55.1K 1.25% 19
2019
Q3 		$2.08M Sell
75,066
-858
-1% -$23.8K 1.24% 19
2019
Q2 		$2.07M Buy
75,924
+6,768
+10% +$181K 1.36% 17
2019
Q1 		$1.8M Sell
69,156
-1,584
-2% -$39.1K 1.49% 12
2018
Q4 		$1.58M Buy
+70,740
New +$1.71M 0.72% 30

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

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

Outlook Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.79% in Q2 2026, buying an estimated $25.6K and bringing the position to 38,812 shares worth $3.34M. The position accounts for 0.72% of the portfolio, ranked #32.

Outlook Wealth Advisors first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.97M in Q4 2025. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Outlook Wealth Advisors held 38,812 shares of Vanguard Morningstar Growth ETF worth $3.34M as of Q2 2026.
  • Outlook Wealth Advisors bought 304 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $25.6K.
  • Vanguard Morningstar Growth ETF made up 0.72% of Outlook Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Outlook Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Outlook Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $3.97M in Q4 2025.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.