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PFG Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

PFG Investments’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 		$5.47M Buy
63,551
+3,353
+6% +$282K 0.21% 94
2026
Q1 		$4.38M Buy
60,198
+5,682
+10% +$442K 0.2% 89
2025
Q4 		$4.43M Sell
54,516
-540
-1% -$43.8K 0.21% 88
2025
Q3 		$4.4M Buy
55,056
+2,634
+5% +$201K 0.23% 83
2025
Q2 		$3.83M Buy
52,422
+10,662
+26% +$702K 0.22% 85
2025
Q1 		$2.58M Buy
41,760
+1,386
+3% +$93.5K 0.17% 112
2024
Q4 		$2.76M Buy
40,374
+7,668
+23% +$515K 0.17% 103
2024
Q3 		$2.09M Sell
32,706
-71,796
-69% -$4.45M 0.14% 147
2024
Q2 		$6.51M Sell
104,502
-101,994
-49% -$5.95M 0.47% 37
2024
Q1 		$11.8M Buy
206,496
+156,576
+314% +$8.61M 0.72% 16
2023
Q4 		$2.59M Buy
49,920
+336
+0.7% +$16.2K 0.48% 36
2023
Q3 		$2.25M Sell
49,584
-60
-0.1% -$2.83K 0.42% 40
2023
Q2 		$2.34M Buy
49,644
+360
+0.7% +$15.6K 0.42% 44
2023
Q1 		$2.05M Buy
+49,284
New +$1.92M 0.42% 51

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

PFG Investments's VUG Position: Q2 2026 in Review

PFG Investments increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.6% in Q2 2026, buying an estimated $282K and bringing the position to 63,551 shares worth $5.47M. The position accounts for 0.21% of the portfolio, ranked #94.

PFG Investments first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.8M in Q1 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • PFG Investments held 63,551 shares of Vanguard Morningstar Growth ETF worth $5.47M as of Q2 2026.
  • PFG Investments bought 3,353 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $282K.
  • Vanguard Morningstar Growth ETF made up 0.21% of PFG Investments's portfolio in Q2 2026, its #94 holding.
  • PFG Investments first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Vanguard Morningstar Growth ETF position peaked at $11.8M in Q1 2024.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.