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
2023 Q1	–	Sell	-2,676	Closed	-$95.1K	–	508
2022 Q4	$95.1K	Buy	2,676 +6	+0.2%	+$221	0.08%	125
2022 Q3	$95K	Buy	2,670 +6	+0.2%	+$241	0.09%	125
2022 Q2	$99K	Buy	+2,664	New	+$109K	0.09%	126
2022 Q1	–	Sell	-2,364	Closed	-$126K	–	527
2021 Q4	$126K	Buy	+2,364	New	+$123K	0.1%	120

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

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. 2,894 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.
2,894 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.