Oxford Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Oxford Financial Group’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	$2.2M	Sell	25,518 -6,594	-21%	-$555K	0.11%	59
2026 Q1	$2.34M	Hold	32,112	–	–	0.13%	55
2025 Q4	$2.61M	Hold	32,112	–	–	0.14%	50
2025 Q3	$2.57M	Buy	32,112 +14,064	+78%	+$1.07M	0.15%	51
2025 Q2	$1.32M	Buy	18,048 +90	+0.5%	+$5.92K	0.08%	69
2025 Q1	$1.11M	Buy	17,958 +864	+5%	+$58.3K	0.08%	75
2024 Q4	$1.17M	Sell	17,094 -96	-0.6%	-$6.45K	0.08%	83
2024 Q3	$1.1M	Buy	17,190 +5,844	+52%	+$362K	0.07%	87
2024 Q2	$707K	Buy	11,346 +1,644	+17%	+$95.9K	0.05%	116
2024 Q1	$557K	Buy	9,702 +4,200	+76%	+$231K	0.04%	121
2023 Q4	$285K	Buy	5,502 +750	+16%	+$36.2K	0.02%	189
2023 Q3	$216K	Hold	4,752	–	–	0.02%	208
2023 Q2	$224K	Sell	4,752 -222	-4%	-$9.63K	0.02%	212
2023 Q1	$207K	Buy	4,974 +318	+7%	+$12.4K	0.02%	185
2022 Q4	$165K	Hold	4,656	–	–	0.02%	190
2022 Q3	$166K	Hold	4,656	–	–	0.03%	172
2022 Q2	$173K	Hold	4,656	–	–	0.03%	186
2022 Q1	$223K	Hold	4,656	–	–	0.03%	180
2021 Q4	$249K	Hold	4,656	–	–	0.03%	175
2021 Q3	$225K	Hold	4,656	–	–	0.03%	170
2021 Q2	$223K	Sell	4,656 -5,286	-53%	-$240K	0.03%	168
2021 Q1	$426K	Hold	9,942	–	–	0.06%	119
2020 Q4	$420K	Hold	9,942	–	–	0.06%	121
2020 Q3	$377K	Hold	9,942	–	–	0.06%	116
2020 Q2	$335K	Hold	9,942	–	–	0.06%	114
2020 Q1	$260K	Hold	9,942	–	–	0.05%	130
2019 Q4	$302K	Hold	9,942	–	–	0.08%	51
2019 Q3	$276K	Hold	9,942	–	–	0.09%	48
2019 Q2	$271K	Hold	9,942	–	–	0.09%	47
2019 Q1	$259K	Buy	+9,942	New	+$245K	0.09%	47

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

Oxford Financial Group's VUG Position: Q2 2026 in Review

Oxford Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q2 2026, selling an estimated $555K and leaving 25,518 shares worth $2.2M. The position accounts for 0.11% of the portfolio, ranked #59.

Oxford Financial Group first reported a position in VUG in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.61M in Q4 2025. 2,895 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Oxford Financial Group held 25,518 shares of Vanguard Morningstar Growth ETF worth $2.2M as of Q2 2026.
Oxford Financial Group sold 6,594 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $555K.
Vanguard Morningstar Growth ETF made up 0.11% of Oxford Financial Group's portfolio in Q2 2026, its #59 holding.
Oxford Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 30 quarters since.
Oxford Financial Group's Vanguard Morningstar Growth ETF position peaked at $2.61M in Q4 2025.
2,895 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.