Pullen Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pullen Investment 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	$435K	Hold	5,052	–	–	0.2%	90
2026 Q1	$368K	Hold	5,052	–	–	0.18%	90
2025 Q4	$411K	Hold	5,052	–	–	0.22%	88
2025 Q3	$404K	Hold	5,052	–	–	0.22%	89
2025 Q2	$369K	Hold	5,052	–	–	0.22%	91
2025 Q1	$312K	Hold	5,052	–	–	0.2%	97
2024 Q4	$346K	Hold	5,052	–	–	0.22%	97
2024 Q3	$323K	Hold	5,052	–	–	0.24%	93
2024 Q2	$315K	Hold	5,052	–	–	0.26%	89
2024 Q1	$290K	Buy	+5,052	New	+$278K	0.24%	88

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

Pullen Investment Management's VUG Position: Q2 2026 in Review

Pullen Investment Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 5,052 shares worth $435K. The position accounts for 0.2% of the portfolio, ranked #90.

Pullen Investment Management first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Pullen Investment Management held 5,052 shares of Vanguard Morningstar Growth ETF worth $435K as of Q2 2026.
Pullen Investment Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.2% of Pullen Investment Management's portfolio in Q2 2026, its #90 holding.
Pullen Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.