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

Prime Capital 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 		$22.1M Buy
256,738
+8,476
+3% +$713K 0.21% 91
2026
Q1 		$18.1M Sell
248,262
-5,388
-2% -$419K 0.21% 94
2025
Q4 		$20.6M Buy
253,650
+3,156
+1% +$256K 0.25% 73
2025
Q3 		$20M Buy
250,494
+1,200
+0.5% +$91.7K 0.25% 73
2025
Q2 		$18.2M Sell
249,294
-285,822
-53% -$18.8M 0.24% 77
2025
Q1 		$33.1M Buy
535,116
+263,610
+97% +$17.8M 0.39% 57
2024
Q4 		$18.6M Sell
271,506
-18,414
-6% -$1.24M 0.27% 71
2024
Q3 		$18.6M Sell
289,920
-8,400
-3% -$521K 0.26% 72
2024
Q2 		$18.6M Sell
298,320
-84,006
-22% -$4.9M 0.28% 69
2024
Q1 		$21.9M Sell
382,326
-22,434
-6% -$1.23M 0.31% 67
2023
Q4 		$21M Buy
404,760
+328,086
+428% +$15.8M 0.32% 69
2023
Q3 		$3.48M Buy
76,674
+7,128
+10% +$337K 0.07% 191
2023
Q2 		$3.28M Buy
69,546
+20,730
+42% +$899K 0.06% 211
2023
Q1 		$2.03M Sell
48,816
-11,724
-19% -$456K 0.08% 164
2022
Q4 		$2.15M Buy
60,540
+12,114
+25% +$446K 0.08% 170
2022
Q3 		$1.73M Buy
48,426
+1,380
+3% +$55.5K 0.1% 130
2022
Q2 		$1.75M Buy
47,046
+26,256
+126% +$1.08M 0.1% 137
2022
Q1 		$1.11M Hold
20,790
– – 0.06% 164
2021
Q4 		$1.11M Buy
20,790
+12
+0.1% +$625 0.06% 168
2021
Q3 		$1M Buy
20,778
+6,204
+43% +$309K 0.06% 178
2021
Q2 		$697K Buy
+14,574
New +$662K 0.04% 217
2020
Q2 		– Sell
-9,774
Closed -$255K – 532
2020
Q1 		$255K Sell
9,774
-1,296
-12% -$38.8K 0.03% 184
2019
Q4 		$336K Buy
11,070
+3,966
+56% +$115K 0.04% 167
2019
Q3 		$197K Sell
7,104
-864
-11% -$24K 0.03% 199
2019
Q2 		$217K Buy
+7,968
New +$213K 0.04% 171

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Prime Capital Investment Advisors's VUG Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.4% in Q2 2026, buying an estimated $713K and bringing the position to 256,738 shares worth $22.1M. The position accounts for 0.21% of the portfolio, ranked #91.

Prime Capital Investment Advisors first reported a position in VUG in Q2 2019 and has held it in 25 quarters since. The position peaked at $33.1M in Q1 2025. 2,425 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Prime Capital Investment Advisors held 256,738 shares of Vanguard Morningstar Growth ETF worth $22.1M as of Q2 2026.
  • Prime Capital Investment Advisors bought 8,476 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $713K.
  • Vanguard Morningstar Growth ETF made up 0.21% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 25 quarters since.
  • Prime Capital Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $33.1M in Q1 2025.
  • 2,425 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.