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Powell Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Powell Investment 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 		$2.48M Buy
28,775
+11
+0% +$926 0.78% 20
2026
Q1 		$2.09M Buy
28,764
+6
+0% +$467 0.72% 23
2025
Q4 		$2.34M Sell
28,758
-744
-3% -$60.4K 0.8% 21
2025
Q3 		$2.36M Buy
29,502
+12
+0% +$917 0.83% 21
2025
Q2 		$2.16M Hold
29,490
– – 0.81% 21
2025
Q1 		$1.82M Buy
29,490
+12
+0% +$809 0.89% 16
2024
Q4 		$2.02M Buy
29,478
+12
+0% +$806 0.93% 18
2024
Q3 		$1.89M Buy
29,466
+18
+0.1% +$1.12K 0.88% 19
2024
Q2 		$1.84M Buy
29,448
+3,072
+12% +$179K 0.95% 17
2024
Q1 		$1.51M Buy
26,376
+12
+0% +$660 0.8% 21
2023
Q4 		$1.37M Sell
26,364
-4,092
-13% -$198K 0.76% 23
2023
Q3 		$1.38M Buy
30,456
+2,262
+8% +$107K 0.83% 21
2023
Q2 		$1.33M Buy
28,194
+12
+0% +$520 0.78% 21
2023
Q1 		$1.17M Buy
28,182
+18
+0.1% +$700 0.65% 24
2022
Q4 		$1M Buy
+28,164
New +$1.04M 0.58% 26

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

Powell Investment Advisors's VUG Position: Q2 2026 in Review

Powell Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.04% in Q2 2026, buying an estimated $926 and bringing the position to 28,775 shares worth $2.48M. The position accounts for 0.78% of the portfolio, ranked #20.

Powell Investment Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Powell Investment Advisors held 28,775 shares of Vanguard Morningstar Growth ETF worth $2.48M as of Q2 2026.
  • Powell Investment Advisors bought 11 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $926.
  • Vanguard Morningstar Growth ETF made up 0.78% of Powell Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Powell Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.