Pillar Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pillar Financial 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	$810K	Sell	9,399 -987	-10%	-$83K	0.42%	23
2026 Q1	$756K	Sell	10,386 -102	-1%	-$7.93K	0.44%	23
2025 Q4	$853K	Sell	10,488 -120	-1%	-$9.74K	0.51%	24
2025 Q3	$848K	Sell	10,608 -180	-2%	-$13.8K	0.53%	24
2025 Q2	$788K	Hold	10,788	–	–	0.54%	24
2025 Q1	$667K	Hold	10,788	–	–	0.5%	25
2024 Q4	$738K	Buy	+10,788	New	+$725K	0.56%	24

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

Pillar Financial Advisors's VUG Position: Q2 2026 in Review

Pillar Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9.5% in Q2 2026, selling an estimated $83K and leaving 9,399 shares worth $810K. The position accounts for 0.42% of the portfolio, ranked #23.

Pillar Financial Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $853K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Pillar Financial Advisors held 9,399 shares of Vanguard Morningstar Growth ETF worth $810K as of Q2 2026.
Pillar Financial Advisors sold 987 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $83K.
Vanguard Morningstar Growth ETF made up 0.42% of Pillar Financial Advisors's portfolio in Q2 2026, its #23 holding.
Pillar Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Pillar Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $853K in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pillar Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.