PSF
VUG icon

Pacific Sun Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pacific Sun Financial’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 		$1.04M Buy
12,090
+624
+5% +$52.5K 0.43% 68
2026
Q1 		$835K Hold
11,466
– – 0.4% 73
2025
Q4 		$932K Hold
11,466
– – 0.45% 71
2025
Q3 		$917K Hold
11,466
– – 0.44% 70
2025
Q2 		$838K Sell
11,466
-102
-0.9% -$6.71K 0.44% 71
2025
Q1 		$715K Sell
11,568
-720
-6% -$48.5K 0.41% 75
2024
Q4 		$841K Hold
12,288
– – 0.46% 65
2024
Q3 		$786K Sell
12,288
-126
-1% -$7.81K 0.43% 69
2024
Q2 		$774K Sell
12,414
-210
-2% -$12.2K 0.46% 66
2024
Q1 		$724K Buy
12,624
+78
+0.6% +$4.29K 0.42% 72
2023
Q4 		$650K Sell
12,546
-1,050
-8% -$50.7K 0.41% 73
2023
Q3 		$617K Hold
13,596
– – 0.43% 73
2023
Q2 		$565K Buy
+13,596
New +$590K 0.38% 82
2022
Q4 		$483K Sell
13,596
-960
-7% -$35.3K 0.34% 92
2022
Q3 		$519K Sell
14,556
-516
-3% -$20.7K 0.36% 85
2022
Q2 		$560K Sell
15,072
-480
-3% -$19.7K 0.37% 85
2022
Q1 		$745K Sell
15,552
-480
-3% -$22.7K 0.41% 77
2021
Q4 		$857K Buy
16,032
+36
+0.2% +$1.88K 0.46% 70
2021
Q3 		$774K Buy
+15,996
New +$796K 0.44% 71
2020
Q3 		$607K Hold
15,996
– – 0.51% 67
2020
Q2 		$539K Hold
15,996
– – 0.49% 69
2020
Q1 		$418K Buy
15,996
+120
+0.8% +$3.59K 0.48% 77
2019
Q4 		$482K Hold
15,876
– – 0.42% 80
2019
Q3 		$440K Hold
15,876
– – 0.42% 84
2019
Q2 		$432K Buy
+15,876
New +$424K 0.41% 84
2018
Q2 		$415K Hold
15,876
– – 0.43% 79
2018
Q1 		$375K Buy
+15,876
New +$387K 0.5% 71

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

Pacific Sun Financial's VUG Position: Q2 2026 in Review

Pacific Sun Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.4% in Q2 2026, buying an estimated $52.5K and bringing the position to 12,090 shares worth $1.04M. The position accounts for 0.43% of the portfolio, ranked #68.

Pacific Sun Financial first reported a position in VUG in Q1 2018 and has held it in 27 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Pacific Sun Financial held 12,090 shares of Vanguard Morningstar Growth ETF worth $1.04M as of Q2 2026.
  • Pacific Sun Financial bought 624 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $52.5K.
  • Vanguard Morningstar Growth ETF made up 0.43% of Pacific Sun Financial's portfolio in Q2 2026, its #68 holding.
  • Pacific Sun Financial first reported a position in Vanguard Morningstar Growth ETF in Q1 2018 and has held it in 27 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.