PKS Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

PKS Advisory Services’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	$724K	Sell	8,405 -115	-1%	-$9.68K	0.12%	172
2026 Q1	$620K	Sell	8,520 -606	-7%	-$47.1K	0.14%	144
2025 Q4	$742K	Sell	9,126 -1,134	-11%	-$92K	0.17%	121
2025 Q3	$820K	Buy	10,260 +732	+8%	+$55.9K	0.17%	106
2025 Q2	$696K	Buy	9,528 +780	+9%	+$51.4K	0.17%	114
2025 Q1	$541K	Sell	8,748 -18	-0.2%	-$1.21K	0.15%	126
2024 Q4	$600K	Buy	+8,766	New	+$589K	0.15%	117

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

PKS Advisory Services's VUG Position: Q2 2026 in Review

PKS Advisory Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, selling an estimated $9.68K and leaving 8,405 shares worth $724K. The position accounts for 0.12% of the portfolio, ranked #172.

PKS Advisory Services first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $820K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

PKS Advisory Services held 8,405 shares of Vanguard Morningstar Growth ETF worth $724K as of Q2 2026.
PKS Advisory Services sold 115 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.68K.
Vanguard Morningstar Growth ETF made up 0.12% of PKS Advisory Services's portfolio in Q2 2026, its #172 holding.
PKS Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's Vanguard Morningstar Growth ETF position peaked at $820K in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.