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Private Advisor Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-507,000
Closed -$230K – 2531
2023
Q3 		$230K Buy
+507,000
New +$23.9M ﹤0.01% 1795

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

Private Advisor Group's VUG Position: Q2 2026 in Review

Private Advisor Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 50% in Q2 2026, selling an estimated $118M and leaving 1,421,882 shares worth $122M. The position accounts for 0.56% of the portfolio, ranked #25.

Private Advisor Group first reported a position in VUG in Q4 2013 and has held it in 51 quarters since. The position peaked at $227M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Private Advisor Group held 1,421,882 shares of Vanguard Morningstar Growth ETF worth $122M as of Q2 2026.
  • Private Advisor Group sold 1,406,950 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $118M.
  • Vanguard Morningstar Growth ETF made up 0.56% of Private Advisor Group's portfolio in Q2 2026, its #25 holding.
  • Private Advisor Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Vanguard Morningstar Growth ETF position peaked at $227M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.