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Pekin Hardy Strauss’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pekin Hardy Strauss’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 		$1.76M Sell
20,394
-204
-1% -$17.2K 0.15% 155
2026
Q1 		$1.5M Buy
20,598
+630
+3% +$49K 0.16% 163
2025
Q4 		$1.62M Buy
19,968
+1,080
+6% +$87.6K 0.15% 147
2025
Q3 		$1.51M Buy
18,888
+3,120
+20% +$238K 0.15% 145
2025
Q2 		$1.15M Buy
15,768
+2,250
+17% +$148K 0.13% 156
2025
Q1 		$835K Sell
13,518
-1,476
-10% -$99.5K 0.1% 182
2024
Q4 		$1.03M Buy
14,994
+2,526
+20% +$170K 0.13% 155
2024
Q3 		$798K Buy
12,468
+150
+1% +$9.3K 0.1% 176
2024
Q2 		$768K Buy
12,318
+1,650
+15% +$96.2K 0.11% 167
2024
Q1 		$612K Buy
10,668
+1,200
+13% +$66K 0.08% 195
2023
Q4 		$491K Buy
9,468
+1,650
+21% +$79.6K 0.07% 199
2023
Q3 		$355K Buy
7,818
+1,608
+26% +$75.9K 0.06% 218
2023
Q2 		$293K Buy
+6,210
New +$269K 0.03% 245
2021
Q4 		– Sell
-6,270
Closed -$303K – 362
2021
Q3 		$303K Sell
6,270
-60
-0.9% -$2.99K 0.04% 269
2021
Q2 		$303K Sell
6,330
-300
-5% -$13.6K 0.04% 258
2021
Q1 		$284K Sell
6,630
-2,610
-28% -$112K 0.04% 244
2020
Q4 		$390K Sell
9,240
-192
-2% -$7.66K 0.07% 200
2020
Q3 		$358K Sell
9,432
-300
-3% -$11.1K 0.07% 175
2020
Q2 		$328K Buy
9,732
+360
+4% +$11.1K 0.07% 167
2020
Q1 		$245K Buy
+9,372
New +$281K 0.06% 164
2015
Q1 		– Sell
-20,202
Closed -$352K – 233
2014
Q4 		$352K Buy
+20,202
New +$343K 0.05% 179

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

Pekin Hardy Strauss's VUG Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.99% in Q2 2026, selling an estimated $17.2K and leaving 20,394 shares worth $1.76M. The position accounts for 0.15% of the portfolio, ranked #155.

Pekin Hardy Strauss first reported a position in VUG in Q4 2014 and has held it in 21 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Pekin Hardy Strauss held 20,394 shares of Vanguard Morningstar Growth ETF worth $1.76M as of Q2 2026.
  • Pekin Hardy Strauss sold 204 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $17.2K.
  • Vanguard Morningstar Growth ETF made up 0.15% of Pekin Hardy Strauss's portfolio in Q2 2026, its #155 holding.
  • Pekin Hardy Strauss first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 21 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.