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

Paces Ferry 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	$329K	Hold	3,816	–	–	0.12%	94
2026 Q1	$278K	Buy	3,816 +504	+15%	+$39.2K	0.12%	105
2025 Q4	$269K	Buy	+3,312	New	+$269K	0.11%	105
2025 Q1	–	Sell	-3,180	Closed	-$218K	–	132
2024 Q4	$218K	Buy	+3,180	New	+$214K	0.11%	116
2024 Q1	–	Sell	-15,282	Closed	-$792K	–	116
2023 Q4	$792K	Buy	+15,282	New	+$738K	0.55%	43
2023 Q1	–	Sell	-12,732	Closed	-$452K	–	117
2022 Q4	$452K	Buy	+12,732	New	+$468K	0.44%	52
2022 Q1	–	Sell	-4,638	Closed	-$248K	–	122
2021 Q4	$248K	Buy	+4,638	New	+$242K	0.18%	99
2020 Q4	–	Sell	-324	Closed	-$12K	–	1083
2020 Q3	$12K	Buy	+324	New	+$12K	0.01%	423

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 22.9% 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

EP Wealth Advisors Torrance, California $26.2B AUM

Paces Ferry Wealth Advisors's VUG Position: Q2 2026 in Review

Paces Ferry Wealth Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,816 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #94.

Paces Ferry Wealth Advisors first reported a position in VUG in Q3 2020 and has held it in 8 quarters since. The position peaked at $792K in Q4 2023. 2,903 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Paces Ferry Wealth Advisors held 3,816 shares of Vanguard Morningstar Growth ETF worth $329K as of Q2 2026.
Paces Ferry Wealth Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.12% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Paces Ferry Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 8 quarters since.
Paces Ferry Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $792K in Q4 2023.
2,903 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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