Prevail Innovative Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Prevail Innovative Wealth 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	$331K	Sell	3,846 -558	-13%	-$47K	0.05%	154
2026 Q1	$321K	Buy	4,404 +192	+5%	+$14.9K	0.05%	147
2025 Q4	$342K	Buy	4,212 +432	+11%	+$35.1K	0.06%	166
2025 Q3	$302K	Hold	3,780	–	–	0.06%	182
2025 Q2	$276K	Buy	+3,780	New	+$249K	0.06%	178

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

Prevail Innovative Wealth Advisors's VUG Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q2 2026, selling an estimated $47K and leaving 3,846 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #154.

Prevail Innovative Wealth Advisors first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $342K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Prevail Innovative Wealth Advisors held 3,846 shares of Vanguard Morningstar Growth ETF worth $331K as of Q2 2026.
Prevail Innovative Wealth Advisors sold 558 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $47K.
Vanguard Morningstar Growth ETF made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #154 holding.
Prevail Innovative Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
Prevail Innovative Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $342K in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.