Princeton Global Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Princeton Global Asset Management’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	$87.9K	Hold	1,020	–	–	0.01%	310
2026 Q1	$74.3K	Hold	1,020	–	–	0.01%	312
2025 Q4	$82.9K	Buy	1,020 +84	+9%	+$6.82K	0.01%	285
2025 Q3	$74.8K	Hold	936	–	–	0.01%	277
2025 Q2	$68.4K	Hold	936	–	–	0.01%	280
2025 Q1	$57.8K	Hold	936	–	–	0.01%	281
2024 Q4	$64K	Sell	936 -2,274	-71%	-$153K	0.01%	285
2024 Q3	$205K	Sell	3,210 -2,094	-39%	-$130K	0.04%	186
2024 Q2	$331K	Buy	5,304 +4,470	+536%	+$261K	0.07%	136
2024 Q1	$47.8K	Buy	+834	New	+$45.9K	0.01%	268
2021 Q2	–	Sell	-456	Closed	-$20K	–	567
2021 Q1	$20K	Sell	456 -1,482	-76%	-$63.4K	0.01%	329
2020 Q4	$82K	Buy	1,938 +1,002	+107%	+$40K	0.03%	212
2020 Q3	$36K	Hold	936	–	–	0.01%	239
2020 Q2	$31K	Hold	936	–	–	0.01%	298
2020 Q1	$24K	Hold	936	–	–	0.01%	287
2019 Q4	$28K	Hold	936	–	–	0.01%	292
2019 Q3	$26K	Hold	936	–	–	0.01%	251
2019 Q2	$25K	Hold	936	–	–	0.02%	273
2019 Q1	$24K	Hold	936	–	–	0.02%	243
2018 Q4	$21K	Buy	+936	New	+$22.7K	0.02%	187

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 22.9% 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

Princeton Global Asset Management's VUG Position: Q2 2026 in Review

Princeton Global Asset Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 1,020 shares worth $87.9K. The position accounts for 0.01% of the portfolio, ranked #310.

Princeton Global Asset Management first reported a position in VUG in Q4 2018 and has held it in 20 quarters since. The position peaked at $331K in Q2 2024. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Princeton Global Asset Management held 1,020 shares of Vanguard Morningstar Growth ETF worth $87.9K as of Q2 2026.
Princeton Global Asset Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #310 holding.
Princeton Global Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 20 quarters since.
Princeton Global Asset Management's Vanguard Morningstar Growth ETF position peaked at $331K in Q2 2024.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.