Pacific Center for Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pacific Center for Financial Services’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	$71.8K	Hold	834	–	–	0.02%	183
2026 Q1	$60.7K	Hold	834	–	–	0.02%	183
2025 Q4	$66.7K	Hold	834	–	–	0.02%	178
2025 Q3	$66.7K	Hold	834	–	–	0.02%	178
2025 Q2	$60.9K	Hold	834	–	–	0.02%	176
2025 Q1	$51.5K	Hold	834	–	–	0.01%	186
2024 Q4	$57.1K	Hold	834	–	–	0.01%	178
2024 Q3	$53.4K	Hold	834	–	–	0.01%	184
2024 Q2	$52K	Hold	834	–	–	0.01%	175
2024 Q1	$47.8K	Buy	834 +558	+202%	+$30.7K	0.01%	184
2023 Q4	$14.3K	Hold	276	–	–	﹤0.01%	253
2023 Q3	$12.5K	Hold	276	–	–	﹤0.01%	267
2023 Q2	$13K	Hold	276	–	–	﹤0.01%	259
2023 Q1	$11.5K	Buy	+276	New	+$10.7K	﹤0.01%	265
2022 Q3	$10K	Hold	276	–	–	﹤0.01%	281
2022 Q2	$10K	Hold	276	–	–	﹤0.01%	280
2022 Q1	$13K	Hold	276	–	–	﹤0.01%	260
2021 Q4	$15K	Buy	+276	New	+$14.4K	0.01%	258

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

Pacific Center for Financial Services's VUG Position: Q2 2026 in Review

Pacific Center for Financial Services held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 834 shares worth $71.8K. The position accounts for 0.02% of the portfolio, ranked #183.

Pacific Center for Financial Services first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Pacific Center for Financial Services held 834 shares of Vanguard Morningstar Growth ETF worth $71.8K as of Q2 2026.
Pacific Center for Financial Services left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.02% of Pacific Center for Financial Services's portfolio in Q2 2026, its #183 holding.
Pacific Center for Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.