PIA
VUG icon

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

Petredis 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 		$876K Sell
10,171
-17
-0.2% -$1.43K 0.06% 97
2026
Q1 		$742K Sell
10,188
-198
-2% -$15.4K 0.06% 95
2025
Q4 		$845K Buy
10,386
+108
+1% +$8.77K 0.07% 94
2025
Q3 		$822K Buy
10,278
+72
+0.7% +$5.5K 0.07% 97
2025
Q2 		$746K Hold
10,206
– – 0.07% 97
2025
Q1 		$631K Sell
10,206
-1,440
-12% -$97.1K 0.07% 93
2024
Q4 		$797K Buy
11,646
+198
+2% +$13.3K 0.08% 89
2024
Q3 		$733K Buy
11,448
+270
+2% +$16.7K 0.08% 91
2024
Q2 		$697K Buy
11,178
+840
+8% +$49K 0.08% 93
2024
Q1 		$593K Buy
10,338
+48
+0.5% +$2.64K 0.07% 93
2023
Q4 		$533K Buy
10,290
+3,012
+41% +$145K 0.07% 92
2023
Q3 		$330K Buy
7,278
+2,814
+63% +$133K 0.05% 93
2023
Q2 		$211K Buy
+4,464
New +$194K 0.03% 96

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

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

Petredis Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.17% in Q2 2026, selling an estimated $1.43K and leaving 10,171 shares worth $876K. The position accounts for 0.06% of the portfolio, ranked #97.

Petredis Investment Advisors first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Petredis Investment Advisors held 10,171 shares of Vanguard Morningstar Growth ETF worth $876K as of Q2 2026.
  • Petredis Investment Advisors sold 17 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Growth ETF made up 0.06% of Petredis Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Petredis Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.