Phoenix Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Phoenix Wealth 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	$314K	Hold	3,648	–	–	0.11%	106
2026 Q1	$266K	Sell	3,648 -438	-11%	-$34.1K	0.1%	111
2025 Q4	$332K	Hold	4,086	–	–	0.13%	103
2025 Q3	$327K	Hold	4,086	–	–	0.13%	100
2025 Q2	$299K	Hold	4,086	–	–	0.13%	102
2025 Q1	$253K	Hold	4,086	–	–	0.11%	107
2024 Q4	$280K	Hold	4,086	–	–	0.12%	100
2024 Q3	$261K	Sell	4,086 -3,990	-49%	-$247K	0.12%	106
2024 Q2	$503K	Sell	8,076 -3,360	-29%	-$196K	0.25%	71
2024 Q1	$656K	Sell	11,436 -1,140	-9%	-$62.7K	0.4%	58
2023 Q4	$640K	Hold	12,576	–	–	0.45%	49
2023 Q3	$571K	Buy	12,576 +438	+4%	+$20.7K	0.34%	45
2023 Q2	$572K	Hold	12,138	–	–	0.33%	46
2023 Q1	$505K	Hold	12,138	–	–	0.31%	47
2022 Q4	$431K	Buy	12,138 +1,140	+10%	+$41.9K	0.26%	51
2022 Q3	$392K	Buy	10,998 +3,270	+42%	+$131K	0.39%	54
2022 Q2	$287K	Buy	7,728 +3,006	+64%	+$123K	0.28%	86
2022 Q1	$221K	Hold	4,722	–	–	0.23%	88
2021 Q4	$253K	Hold	4,722	–	–	0.19%	103
2021 Q3	$228K	Hold	4,722	–	–	0.17%	105
2021 Q2	$230K	Buy	4,722 +798	+20%	+$36.2K	0.17%	110
2021 Q1	$171K	Buy	3,924 +312	+9%	+$13.3K	0.13%	124
2020 Q4	$153K	Buy	+3,612	New	+$144K	0.12%	125

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Phoenix Wealth Advisors's VUG Position: Q2 2026 in Review

Phoenix Wealth Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,648 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #106.

Phoenix Wealth Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $656K in Q1 2024. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Phoenix Wealth Advisors held 3,648 shares of Vanguard Morningstar Growth ETF worth $314K as of Q2 2026.
Phoenix Wealth Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.11% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Phoenix Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
Phoenix Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $656K in Q1 2024.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.