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Parker Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Parker 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 		$33.3M Sell
386,251
-8,783
-2% -$739K 12.17% 3
2026
Q1 		$28.7M Buy
395,034
+8,316
+2% +$647K 11.47% 3
2025
Q4 		$31.4M Sell
386,718
-4,518
-1% -$367K 12.75% 3
2025
Q3 		$31.3M Sell
391,236
-5,334
-1% -$408K 12.83% 3
2025
Q2 		$29M Buy
396,570
+4,770
+1% +$314K 12.52% 3
2025
Q1 		$24.2M Sell
391,800
-14,814
-4% -$999K 11.64% 3
2024
Q4 		$27.9M Sell
406,614
-18,948
-4% -$1.27M 13.71% 2
2024
Q3 		$27.3M Sell
425,562
-28,806
-6% -$1.79M 13.68% 2
2024
Q2 		$28.3M Sell
454,368
-13,308
-3% -$776K 15.42% 2
2024
Q1 		$26.8M Sell
467,676
-25,290
-5% -$1.39M 15.29% 2
2023
Q4 		$25.5M Sell
492,966
-12,282
-2% -$593K 15.87% 2
2023
Q3 		$22.9M Buy
505,248
+17,430
+4% +$823K 16.01% 2
2023
Q2 		$23M Buy
487,818
+12,582
+3% +$546K 16.64% 1
2023
Q1 		$19.8M Buy
475,236
+20,838
+5% +$810K 15.54% 2
2022
Q4 		$16.1M Buy
+454,398
New +$16.7M 13.71% 3

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

Parker Financial's VUG Position: Q2 2026 in Review

Parker Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.2% in Q2 2026, selling an estimated $739K and leaving 386,251 shares worth $33.3M. The position accounts for 12.17% of the portfolio, ranked #3.

Parker Financial first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,876 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Parker Financial held 386,251 shares of Vanguard Morningstar Growth ETF worth $33.3M as of Q2 2026.
  • Parker Financial sold 8,783 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $739K.
  • Vanguard Morningstar Growth ETF made up 12.17% of Parker Financial's portfolio in Q2 2026, its #3 holding.
  • Parker Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Parker Financial's 13F filing for Q2 2026, filed 3 Aug 2026.