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Proffitt & Goodson’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Proffitt & Goodson’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 		$1.04M Sell
12,096
-168
-1% -$14.1K 0.14% 61
2026
Q1 		$893K Sell
12,264
-162
-1% -$12.6K 0.14% 69
2025
Q4 		$1.01M Sell
12,426
-222
-2% -$18K 0.14% 63
2025
Q3 		$1.01M Hold
12,648
– – 0.15% 63
2025
Q2 		$924K Hold
12,648
– – 0.14% 66
2025
Q1 		$782K Hold
12,648
– – 0.13% 71
2024
Q4 		$865K Sell
12,648
-420
-3% -$28.2K 0.14% 68
2024
Q3 		$836K Sell
13,068
-438
-3% -$27.1K 0.14% 71
2024
Q2 		$842K Buy
13,506
+4,572
+51% +$267K 0.15% 70
2024
Q1 		$513K Hold
8,934
– – 0.09% 84
2023
Q4 		$463K Hold
8,934
– – 0.09% 85
2023
Q3 		$405K Hold
8,934
– – 0.08% 88
2023
Q2 		$421K Sell
8,934
-312
-3% -$13.5K 0.08% 89
2023
Q1 		$384K Sell
9,246
-1,092
-11% -$42.5K 0.08% 91
2022
Q4 		$367K Sell
10,338
-102
-1% -$3.75K 0.08% 90
2022
Q3 		$372K Hold
10,440
– – 0.08% 84
2022
Q2 		$388K Buy
10,440
+414
+4% +$17K 0.08% 88
2022
Q1 		$481K Buy
+10,026
New +$474K 0.09% 84

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

Proffitt & Goodson's VUG Position: Q2 2026 in Review

Proffitt & Goodson reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q2 2026, selling an estimated $14.1K and leaving 12,096 shares worth $1.04M. The position accounts for 0.14% of the portfolio, ranked #61.

Proffitt & Goodson first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Proffitt & Goodson held 12,096 shares of Vanguard Morningstar Growth ETF worth $1.04M as of Q2 2026.
  • Proffitt & Goodson sold 168 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $14.1K.
  • Vanguard Morningstar Growth ETF made up 0.14% of Proffitt & Goodson's portfolio in Q2 2026, its #61 holding.
  • Proffitt & Goodson first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.