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

Plante Moran 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 		$3.98M Buy
46,235
+665
+1% +$56K 0.19% 16
2026
Q1 		$3.32M Sell
45,570
-3,792
-8% -$295K 0.21% 15
2025
Q4 		$4.01M Sell
49,362
-7,104
-13% -$577K 0.25% 16
2025
Q3 		$4.51M Sell
56,466
-5,052
-8% -$386K 0.28% 15
2025
Q2 		$4.5M Buy
61,518
+2,832
+5% +$186K 0.32% 16
2025
Q1 		$3.63M Buy
58,686
+1,788
+3% +$121K 0.31% 17
2024
Q4 		$3.89M Sell
56,898
-732
-1% -$49.2K 0.32% 17
2024
Q3 		$3.69M Sell
57,630
-396
-0.7% -$24.5K 0.31% 18
2024
Q2 		$3.62M Sell
58,026
-312
-0.5% -$18.2K 0.36% 17
2024
Q1 		$3.35M Sell
58,338
-6,264
-10% -$344K 0.36% 17
2023
Q4 		$3.35M Sell
64,602
-2,010
-3% -$97K 0.35% 19
2023
Q3 		$3.02M Hold
66,612
– – 0.36% 20
2023
Q2 		$3.14M Sell
66,612
-12,270
-16% -$532K 0.37% 20
2023
Q1 		$3.28M Buy
78,882
+17,574
+29% +$683K 0.45% 19
2022
Q4 		$2.18M Sell
61,308
-30,036
-33% -$1.1M 0.32% 23
2022
Q3 		$3.26M Buy
91,344
+36,348
+66% +$1.46M 0.56% 20
2022
Q2 		$2.04M Sell
54,996
-624
-1% -$25.6K 0.34% 24
2022
Q1 		$2.67M Sell
55,620
-29,730
-35% -$1.41M 0.5% 20
2021
Q4 		$4.57M Buy
85,350
+20,868
+32% +$1.09M 0.75% 14
2021
Q3 		$3.12M Sell
64,482
-3,774
-6% -$188K 0.69% 15
2021
Q2 		$3.26M Buy
68,256
+348
+0.5% +$15.8K 0.79% 15
2021
Q1 		$2.91M Sell
67,908
-5,520
-8% -$236K 0.8% 15
2020
Q4 		$3.1M Sell
73,428
-7,662
-9% -$306K 0.96% 15
2020
Q3 		$3.08M Sell
81,090
-2,580
-3% -$95.3K 1.08% 13
2020
Q2 		$2.82M Sell
83,670
-3,720
-4% -$114K 1.12% 12
2020
Q1 		$2.28M Sell
87,390
-1,116
-1% -$33.4K 1.04% 13
2019
Q4 		$2.69M Sell
88,506
-3,702
-4% -$107K 0.94% 15
2019
Q3 		$2.56M Sell
92,208
-996
-1% -$27.6K 0.74% 21
2019
Q2 		$2.54M Sell
93,204
-1,980
-2% -$52.9K 0.78% 19
2019
Q1 		$2.48M Sell
95,184
-6,858
-7% -$169K 0.77% 19
2018
Q4 		$2.29M Buy
102,042
+1,812
+2% +$43.9K 0.79% 19
2018
Q3 		$2.69M Sell
100,230
-114
-0.1% -$2.98K 0.87% 17
2018
Q2 		$2.5M Sell
100,344
-696
-0.7% -$17.1K 1.27% 14
2018
Q1 		$2.39M Sell
101,040
-996
-1% -$24.3K 1.3% 12
2017
Q4 		$2.39M Sell
102,036
-12,714
-11% -$292K 1.33% 12
2017
Q3 		$2.54M Buy
114,750
+2,190
+2% +$47.6K 1.51% 12
2017
Q2 		$2.38M Buy
112,560
+17,454
+18% +$366K 1.49% 10
2017
Q1 		$1.93M Buy
95,106
+83,262
+703% +$1.64M 1.16% 14
2016
Q4 		$220K Buy
11,844
+240
+2% +$4.44K 0.14% 115
2016
Q3 		$217K Buy
11,604
+2,604
+29% +$48.4K 0.15% 111
2016
Q2 		$161K Hold
9,000
– – 0.12% 134
2016
Q1 		$160K Hold
9,000
– – 0.12% 128
2015
Q4 		$160K Hold
9,000
– – 0.12% 130
2015
Q3 		$150K Buy
9,000
+720
+9% +$12.8K 0.12% 138
2015
Q2 		$148K Hold
8,280
– – 0.11% 148
2015
Q1 		$144K Hold
8,280
– – 0.1% 150
2014
Q4 		$144K Hold
8,280
– – 0.11% 137
2014
Q3 		$138K Hold
8,280
– – 0.12% 134
2014
Q2 		$136K Hold
8,280
– – 0.12% 116
2014
Q1 		$129K Buy
8,280
+1,530
+23% +$23.7K 0.14% 96
2013
Q4 		$105K Buy
6,750
+750
+13% +$11.1K 0.06% 150
2013
Q3 		$85K Hold
6,000
– – 0.05% 134
2013
Q2 		$78K Buy
+6,000
New +$79.1K 0.06% 124

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

Plante Moran Financial Advisors's VUG Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q2 2026, buying an estimated $56K and bringing the position to 46,235 shares worth $3.98M. The position accounts for 0.19% of the portfolio, ranked #16.

Plante Moran Financial Advisors first reported a position in VUG in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.57M in Q4 2021. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Plante Moran Financial Advisors held 46,235 shares of Vanguard Morningstar Growth ETF worth $3.98M as of Q2 2026.
  • Plante Moran Financial Advisors bought 665 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $56K.
  • Vanguard Morningstar Growth ETF made up 0.19% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $4.57M in Q4 2021.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.