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

Pacific Excel 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	$225K	Buy	+2,616	New	+$220K	0.09%	201

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Pacific Excel Wealth Advisors's VUG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,616 shares worth $225K. The stake represents 0.09% of the portfolio and ranks #201 among its holdings.

2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Pacific Excel Wealth Advisors held 2,616 shares of Vanguard Morningstar Growth ETF worth $225K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #201 holding.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.