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

Prosperity Capital 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	$75M	Buy	870,799 +122,449	+16%	+$10.3M	3.7%	4
2026 Q1	$54.5M	Buy	748,350 +75,534	+11%	+$5.88M	3.1%	6
2025 Q4	$54.7M	Buy	672,816 +19,932	+3%	+$1.62M	3.27%	4
2025 Q3	$52.2M	Buy	652,884 +68,850	+12%	+$5.26M	3.03%	5
2025 Q2	$42.7M	Sell	584,034 -20,688	-3%	-$1.36M	2.78%	5
2025 Q1	$37.7M	Sell	604,722 -16,434	-3%	-$1.11M	2.98%	5
2024 Q4	$42.5M	Sell	621,156 -8,364	-1%	-$562K	3.45%	5
2024 Q3	$40.3M	Buy	629,520 +87,408	+16%	+$5.42M	3.43%	4
2024 Q2	$33.8M	Buy	542,112 +16,224	+3%	+$946K	3.74%	4
2024 Q1	$30.2M	Sell	525,888 -343,020	-39%	-$18.9M	3.57%	4
2023 Q4	$45M	Buy	868,908 +137,706	+19%	+$6.65M	4.88%	5
2023 Q3	$33.2M	Buy	731,202 +196,836	+37%	+$9.3M	4.39%	5
2023 Q2	$25.2M	Buy	534,366 +43,800	+9%	+$1.9M	3.52%	6
2023 Q1	$20.4M	Buy	490,566 +242,088	+97%	+$9.42M	3.15%	7
2022 Q4	$8.83M	Buy	+248,478	New	+$9.14M	2.72%	9

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

Prosperity Capital Advisors's VUG Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, buying an estimated $10.3M and bringing the position to 870,799 shares worth $75M. The position accounts for 3.7% of the portfolio, ranked #4.

Prosperity Capital Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Prosperity Capital Advisors held 870,799 shares of Vanguard Morningstar Growth ETF worth $75M as of Q2 2026.
Prosperity Capital Advisors bought 122,449 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.3M.
Vanguard Morningstar Growth ETF made up 3.7% of Prosperity Capital Advisors's portfolio in Q2 2026, its #4 holding.
Prosperity Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.