PCA Investment Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.4M Sell
224,766
-1,518
-0.7% -$128K 5.4% 7
2026
Q1
$16.5M Buy
226,284
+23,364
+12% +$1.82M 5.5% 6
2025
Q4
$16.5M Buy
202,920
+12,600
+7% +$1.02M 5.77% 4
2025
Q3
$15.2M Buy
190,320
+11,226
+6% +$858K 5.63% 6
2025
Q2
$13.1M Buy
179,094
+24,642
+16% +$1.62M 5.51% 6
2025
Q1
$9.55M Buy
154,452
+18,282
+13% +$1.23M 5.05% 6
2024
Q4
$9.31M Buy
136,170
+6,612
+5% +$444K 4.31% 6
2024
Q3
$8.29M Buy
129,558
+6,348
+5% +$393K 3.9% 6
2024
Q2
$7.68M Sell
123,210
-4,074
-3% -$238K 4.02% 6
2024
Q1
$7.3M Buy
127,284
+5,826
+5% +$320K 4.1% 5
2023
Q4
$6.29M Sell
121,458
-13,812
-10% -$667K 4.16% 5
2023
Q3
$6.14M Sell
135,270
-3,306
-2% -$156K 4.38% 5
2023
Q2
$6.54M Sell
138,576
-1,158
-0.8% -$50.2K 3.9% 5
2023
Q1
$5.81M Buy
+139,734
New +$5.43M 4.11% 6

Other funds holding VUG

PCA Investment Advisory Services's VUG Position: Q2 2026 in Review

PCA Investment Advisory Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.67% in Q2 2026, selling an estimated $128K and leaving 224,766 shares worth $19.4M. The position accounts for 5.4% of the portfolio, ranked #7.

PCA Investment Advisory Services first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • PCA Investment Advisory Services held 224,766 shares of Vanguard Morningstar Growth ETF worth $19.4M as of Q2 2026.
  • PCA Investment Advisory Services sold 1,518 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $128K.
  • Vanguard Morningstar Growth ETF made up 5.4% of PCA Investment Advisory Services's portfolio in Q2 2026, its #7 holding.
  • PCA Investment Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.