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Paladin Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Paladin Advisory 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 		$175K Hold
2,034
– – 0.12% 94
2026
Q1 		$148K Sell
2,034
-18
-0.9% -$1.4K 0.11% 100
2025
Q4 		$167K Sell
2,052
-72
-3% -$5.84K 0.12% 90
2025
Q3 		$170K Sell
2,124
-132
-6% -$10.1K 0.13% 84
2025
Q2 		$165K Buy
2,256
+786
+53% +$51.7K 0.13% 91
2025
Q1 		$90.9K Buy
1,470
+1,176
+400% +$79.3K 0.07% 117
2024
Q4 		$20.1K Hold
294
– – 0.02% 184
2024
Q3 		$18.8K Hold
294
– – 0.01% 186
2024
Q2 		$18.5K Hold
294
– – 0.01% 181
2024
Q1 		$16.9K Hold
294
– – 0.01% 182
2023
Q4 		$15.2K Sell
294
-2,394
-89% -$116K 0.01% 185
2023
Q3 		$122K Hold
2,688
– – 0.1% 109
2023
Q2 		$127K Buy
2,688
+6
+0.2% +$260 0.1% 113
2023
Q1 		$112K Buy
+2,682
New +$104K 0.09% 122
2022
Q2 		– Sell
-2,370
Closed -$97.4K – 527
2022
Q1 		$114K Buy
+2,370
New +$112K 0.09% 124

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Paladin Advisory Group's VUG Position: Q2 2026 in Review

Paladin Advisory Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 2,034 shares worth $175K. The position accounts for 0.12% of the portfolio, ranked #94.

Paladin Advisory Group first reported a position in VUG in Q1 2022 and has held it in 15 quarters since. 1,523 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Paladin Advisory Group held 2,034 shares of Vanguard Morningstar Growth ETF worth $175K as of Q2 2026.
  • Paladin Advisory Group left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.12% of Paladin Advisory Group's portfolio in Q2 2026, its #94 holding.
  • Paladin Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.