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

Perennial 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 		$15.7M Buy
181,822
+31,708
+21% +$2.67M 1.04% 16
2026
Q1 		$10.9M Buy
150,114
+10,806
+8% +$841K 0.87% 22
2025
Q4 		$11.3M Buy
139,308
+1,992
+1% +$162K 0.89% 19
2025
Q3 		$11M Buy
137,316
+4,686
+4% +$358K 0.91% 19
2025
Q2 		$9.69M Buy
132,630
+6,138
+5% +$404K 0.94% 22
2025
Q1 		$7.82M Buy
126,492
+1,794
+1% +$121K 0.88% 26
2024
Q4 		$8.53M Buy
124,698
+9,450
+8% +$635K 1% 27
2024
Q3 		$7.37M Buy
115,248
+3,384
+3% +$210K 0.96% 22
2024
Q2 		$6.97M Buy
111,864
+5,772
+5% +$337K 1% 21
2024
Q1 		$6.09M Buy
106,092
+1,476
+1% +$81.2K 0.92% 24
2023
Q4 		$5.42M Buy
104,616
+5,154
+5% +$249K 0.9% 26
2023
Q3 		$4.51M Buy
99,462
+2,208
+2% +$104K 0.82% 28
2023
Q2 		$4.59M Buy
97,254
+4,380
+5% +$190K 0.81% 26
2023
Q1 		$3.86M Buy
92,874
+14,814
+19% +$576K 0.72% 30
2022
Q4 		$2.77M Buy
78,060
+12,558
+19% +$462K 1.13% 18
2022
Q3 		$2.34M Buy
65,502
+40,248
+159% +$1.62M 1.06% 23
2022
Q2 		$938K Sell
25,254
-1,536
-6% -$63.1K 0.37% 58
2022
Q1 		$1.28M Sell
26,790
-3,552
-12% -$168K 0.41% 47
2021
Q4 		$1.62M Sell
30,342
-4,398
-13% -$229K 0.51% 39
2021
Q3 		$1.68M Buy
34,740
+5,880
+20% +$293K 0.59% 31
2021
Q2 		$1.38M Sell
28,860
-450
-2% -$20.4K 0.5% 39
2021
Q1 		$1.26M Hold
29,310
– – 0.5% 44
2020
Q4 		$1.24M Buy
29,310
+6
+0% +$239 0.53% 40
2020
Q3 		$1.11M Hold
29,304
– – 0.56% 38
2020
Q2 		$987K Buy
29,304
+270
+0.9% +$8.3K 0.67% 30
2020
Q1 		$758K Sell
29,034
-2,436
-8% -$73K 0.67% 34
2019
Q4 		$955K Buy
+31,470
New +$909K 0.75% 35

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

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

Perennial Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q2 2026, buying an estimated $2.67M and bringing the position to 181,822 shares worth $15.7M. The position accounts for 1.04% of the portfolio, ranked #16.

Perennial Investment Advisors first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Perennial Investment Advisors held 181,822 shares of Vanguard Morningstar Growth ETF worth $15.7M as of Q2 2026.
  • Perennial Investment Advisors bought 31,708 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.67M.
  • Vanguard Morningstar Growth ETF made up 1.04% of Perennial Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.