Panoramic Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Panoramic Investment 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	$7.92M	Buy	91,944 +2,616	+3%	+$220K	3.79%	3
2026 Q1	$6.5M	Buy	89,328 +6,480	+8%	+$504K	3.52%	4
2025 Q4	$6.74M	Buy	82,848 +12,312	+17%	+$999K	3.66%	2
2025 Q3	$5.64M	Buy	70,536 +13,356	+23%	+$1.02M	3.17%	4
2025 Q2	$4.18M	Buy	57,180 +8,862	+18%	+$583K	2.57%	6
2025 Q1	$2.99M	Buy	48,318 +804	+2%	+$54.2K	2.02%	10
2024 Q4	$3.25M	Buy	47,514 +4,866	+11%	+$327K	2.12%	9
2024 Q3	$2.73M	Buy	+42,648	New	+$2.64M	1.89%	13
2024 Q1	$1.76M	Sell	30,738 -120	-0.4%	-$6.6K	1.3%	22
2023 Q4	$1.6M	Sell	30,858 -2,142	-6%	-$103K	1.38%	20
2023 Q3	$1.5M	Buy	+33,000	New	+$1.56M	1.38%	22
2022 Q4	$1.23M	Buy	+34,638	New	+$1.27M	1.26%	21

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

Panoramic Investment Advisors's VUG Position: Q2 2026 in Review

Panoramic Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, buying an estimated $220K and bringing the position to 91,944 shares worth $7.92M. The position accounts for 3.79% of the portfolio, ranked #3.

Panoramic Investment Advisors first reported a position in VUG in Q4 2022 and has held it in 12 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Panoramic Investment Advisors held 91,944 shares of Vanguard Morningstar Growth ETF worth $7.92M as of Q2 2026.
Panoramic Investment Advisors bought 2,616 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $220K.
Vanguard Morningstar Growth ETF made up 3.79% of Panoramic Investment Advisors's portfolio in Q2 2026, its #3 holding.
Panoramic Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 12 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.