PAMG
VUG icon

Patton Albertson Miller Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Patton Albertson Miller 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 		$1.3M Sell
15,081
-675
-4% -$56.8K 0.13% 108
2026
Q1 		$1.15M Hold
15,756
– – 0.14% 108
2025
Q4 		$1.28M Buy
15,756
+288
+2% +$23.4K 0.15% 108
2025
Q3 		$1.24M Hold
15,468
– – 0.15% 104
2025
Q2 		$1.13M Hold
15,468
– – 0.15% 110
2025
Q1 		$956K Buy
15,468
+2,682
+21% +$181K 0.14% 120
2024
Q4 		$875K Hold
12,786
– – 0.12% 121
2024
Q3 		$818K Sell
12,786
-900
-7% -$55.8K 0.11% 121
2024
Q2 		$853K Hold
13,686
– – 0.12% 117
2024
Q1 		$785K Sell
13,686
-12
-0.1% -$660 0.12% 118
2023
Q4 		$710K Sell
13,698
-756
-5% -$36.5K 0.12% 123
2023
Q3 		$656K Sell
14,454
-870
-6% -$41.1K 0.13% 131
2023
Q2 		$723K Sell
15,324
-456
-3% -$19.8K 0.14% 123
2023
Q1 		$656K Buy
15,780
+186
+1% +$7.23K 0.12% 144
2022
Q4 		$554K Sell
15,594
-2,646
-15% -$97.3K 0.1% 152
2022
Q3 		$650K Sell
18,240
-1,662
-8% -$66.8K 0.14% 137
2022
Q2 		$739K Sell
19,902
-2,850
-13% -$117K 0.15% 138
2022
Q1 		$1.09M Sell
22,752
-1,308
-5% -$61.9K 0.19% 122
2021
Q4 		$1.29M Hold
24,060
– – 0.21% 117
2021
Q3 		$1.16M Buy
24,060
+1,800
+8% +$89.6K 0.22% 114
2021
Q2 		$1.06M Sell
22,260
-4,500
-17% -$204K 0.24% 99
2021
Q1 		$1.15M Buy
26,760
+384
+1% +$16.4K 0.28% 95
2020
Q4 		$1.18M Sell
26,376
-570
-2% -$22.8K 0.28% 93
2020
Q3 		$1.02M Buy
26,946
+1,908
+8% +$70.4K 0.29% 95
2020
Q2 		$843K Sell
25,038
-450
-2% -$13.8K 0.25% 109
2020
Q1 		$666K Buy
25,488
+7,368
+41% +$221K 0.23% 115
2019
Q4 		$550K Buy
18,120
+1,080
+6% +$31.2K 0.14% 150
2019
Q3 		$472K Buy
17,040
+3,600
+27% +$99.9K 0.13% 163
2019
Q2 		$369K Buy
+13,440
New +$359K 0.11% 180

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 22.9% 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

Patton Albertson Miller Group's VUG Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.3% in Q2 2026, selling an estimated $56.8K and leaving 15,081 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #108.

Patton Albertson Miller Group first reported a position in VUG in Q2 2019 and has held it in 29 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Patton Albertson Miller Group held 15,081 shares of Vanguard Morningstar Growth ETF worth $1.3M as of Q2 2026.
  • Patton Albertson Miller Group sold 675 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $56.8K.
  • Vanguard Morningstar Growth ETF made up 0.13% of Patton Albertson Miller Group's portfolio in Q2 2026, its #108 holding.
  • Patton Albertson Miller Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.