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

Primoris 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	$9.7M	Buy	112,573 +52,237	+87%	+$4.4M	4.42%	5
2026 Q1	$4.39M	Buy	60,336 +6,132	+11%	+$477K	3.08%	10
2025 Q4	$4.41M	Buy	54,204 +4,038	+8%	+$328K	2.64%	14
2025 Q3	$4.01M	Buy	50,166 +5,568	+12%	+$425K	2.55%	12
2025 Q2	$3.26M	Buy	44,598 +21,258	+91%	+$1.4M	2.22%	17
2025 Q1	$1.45M	Buy	23,340 +2,910	+14%	+$196K	1.12%	29
2024 Q4	$1.4M	Buy	20,430 +4,350	+27%	+$292K	1.06%	30
2024 Q3	$1.02M	Buy	16,080 +792	+5%	+$49.1K	0.74%	40
2024 Q2	$953K	Buy	15,288 +9,438	+161%	+$550K	0.76%	39
2024 Q1	$336K	Buy	+5,850	New	+$322K	0.27%	72
2022 Q3	–	Sell	-5,430	Closed	-$203K	–	77
2022 Q2	$203K	Buy	+5,430	New	+$223K	0.29%	68

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

Primoris Wealth Advisors's VUG Position: Q2 2026 in Review

Primoris Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 87% in Q2 2026, buying an estimated $4.4M and bringing the position to 112,573 shares worth $9.7M. The position accounts for 4.42% of the portfolio, ranked #5.

Primoris Wealth Advisors first reported a position in VUG in Q2 2022 and has held it in 11 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Primoris Wealth Advisors held 112,573 shares of Vanguard Morningstar Growth ETF worth $9.7M as of Q2 2026.
Primoris Wealth Advisors bought 52,237 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.4M.
Vanguard Morningstar Growth ETF made up 4.42% of Primoris Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Primoris Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and has held it in 11 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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