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Petix & Botte Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Petix & Botte 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 		$10.9M Buy
126,950
+58,406
+85% +$4.91M 2.2% 13
2026
Q1 		$9.98M Sell
68,544
-69,204
-50% -$5.38M 2.22% 17
2025
Q4 		$11.2M Buy
137,748
+402
+0.3% +$32.6K 2.54% 14
2025
Q3 		$11M Sell
137,346
-3,984
-3% -$304K 2.53% 12
2025
Q2 		$10.3M Buy
141,330
+264
+0.2% +$17.4K 2.53% 14
2025
Q1 		$8.72M Sell
141,066
-5,364
-4% -$362K 2.3% 14
2024
Q4 		$10M Sell
146,430
-11,610
-7% -$780K 2.63% 11
2024
Q3 		$10.1M Sell
158,040
-2,430
-2% -$151K 2.69% 11
2024
Q2 		$10M Sell
160,470
-165,168
-51% -$9.63M 2.83% 11
2024
Q1 		$18.7M Buy
325,638
+158,526
+95% +$8.72M 4.64% 1
2023
Q4 		$8.66M Sell
167,112
-7,470
-4% -$361K 2.55% 11
2023
Q3 		$7.92M Sell
174,582
-3,438
-2% -$162K 2.5% 12
2023
Q2 		$8.4M Buy
178,020
+87,420
+96% +$3.79M 2.61% 11
2023
Q1 		$3.77M Buy
+90,600
New +$3.52M 2.54% 11
2022
Q3 		$3.31M Sell
92,958
-1,356
-1% -$54.5K 2.52% 14
2022
Q2 		$3.5M Sell
94,314
-99,918
-51% -$4.1M 2.58% 12
2022
Q1 		$9.31M Buy
194,232
+92,460
+91% +$4.37M 2.87% 11
2021
Q4 		$5.44M Sell
101,772
-150,696
-60% -$7.85M 3.46% 9
2021
Q3 		$12.2M Buy
252,468
+108,570
+75% +$5.4M 4.14% 9
2021
Q2 		$6.88M Sell
143,898
-11,622
-7% -$528K 4.8% 7
2021
Q1 		$6.66M Sell
155,520
-5,682
-4% -$243K 4.92% 5
2020
Q4 		$6.81M Sell
161,202
-10,776
-6% -$430K 5.09% 4
2020
Q3 		$6.52M Sell
171,978
-194,580
-53% -$7.18M 5.2% 4
2020
Q2 		$6.18M Buy
366,558
+179,238
+96% +$5.51M 5.09% 4
2020
Q1 		$4.89M Sell
187,320
-19,566
-9% -$586K 4.76% 4
2019
Q4 		$6.28M Buy
+206,886
New +$5.97M 4.94% 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

Petix & Botte Financial's VUG Position: Q2 2026 in Review

Petix & Botte Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 85% in Q2 2026, buying an estimated $4.91M and bringing the position to 126,950 shares worth $10.9M. The position accounts for 2.2% of the portfolio, ranked #13.

Petix & Botte Financial first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $18.7M in Q1 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Petix & Botte Financial held 126,950 shares of Vanguard Morningstar Growth ETF worth $10.9M as of Q2 2026.
  • Petix & Botte Financial bought 58,406 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.91M.
  • Vanguard Morningstar Growth ETF made up 2.2% of Petix & Botte Financial's portfolio in Q2 2026, its #13 holding.
  • Petix & Botte Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's Vanguard Morningstar Growth ETF position peaked at $18.7M in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.