Pittenger & Anderson Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pittenger & Anderson Inc’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	$1.08M	Buy	12,552 +1,254	+11%	+$106K	0.04%	164
2026 Q1	$822K	Sell	11,298 -2,172	-16%	-$169K	0.03%	172
2025 Q4	$1.1M	Buy	13,470 +1,842	+16%	+$149K	0.04%	166
2025 Q3	$929K	Hold	11,628	–	–	0.03%	166
2025 Q2	$850K	Buy	11,628 +870	+8%	+$57.3K	0.03%	163
2025 Q1	$665K	Buy	10,758 +1,164	+12%	+$78.5K	0.02%	173
2024 Q4	$656K	Buy	9,594 +1,404	+17%	+$94.3K	0.02%	173
2024 Q3	$524K	Buy	8,190 +2,874	+54%	+$178K	0.02%	183
2024 Q2	$331K	Buy	5,316 +1,428	+37%	+$83.3K	0.01%	198
2024 Q1	$223K	Buy	3,888 +2,988	+332%	+$164K	0.01%	221
2023 Q4	$46.6K	Sell	900 -300	-25%	-$14.5K	﹤0.01%	293
2023 Q3	$54.5K	Hold	1,200	–	–	﹤0.01%	272
2023 Q2	$56.6K	Hold	1,200	–	–	﹤0.01%	273
2023 Q1	$49.9K	Buy	+1,200	New	+$46.7K	﹤0.01%	281
2022 Q3	–	Sell	-216	Closed	-$8K	–	483
2022 Q2	$8K	Hold	216	–	–	﹤0.01%	360
2022 Q1	$10K	Hold	216	–	–	﹤0.01%	353
2021 Q4	$12K	Buy	+216	New	+$11.3K	﹤0.01%	341

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

Pittenger & Anderson Inc's VUG Position: Q2 2026 in Review

Pittenger & Anderson Inc increased its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, buying an estimated $106K and bringing the position to 12,552 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #164.

Pittenger & Anderson Inc first reported a position in VUG in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.1M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Pittenger & Anderson Inc held 12,552 shares of Vanguard Morningstar Growth ETF worth $1.08M as of Q2 2026.
Pittenger & Anderson Inc bought 1,254 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $106K.
Vanguard Morningstar Growth ETF made up 0.04% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #164 holding.
Pittenger & Anderson Inc first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 17 quarters since.
Pittenger & Anderson Inc's Vanguard Morningstar Growth ETF position peaked at $1.1M in Q4 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.