Pure Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pure Financial 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	$39.1M	Sell	453,868 -5,996	-1%	-$505K	0.5%	39
2026 Q1	$33.5M	Buy	459,864 +4,842	+1%	+$377K	0.48%	38
2025 Q4	$37M	Buy	455,022 +2,358	+0.5%	+$191K	0.55%	34
2025 Q3	$36.2M	Sell	452,664 -28,080	-6%	-$2.15M	0.58%	33
2025 Q2	$35.1M	Buy	480,744 +7,158	+2%	+$471K	0.62%	33
2025 Q1	$29.3M	Buy	473,586 +443,124	+1,455%	+$29.9M	0.61%	32
2024 Q4	$2.08M	Buy	30,462 +8,196	+37%	+$551K	0.05%	115
2024 Q3	$1.42M	Buy	22,266 +5,712	+35%	+$354K	0.03%	131
2024 Q2	$1.03M	Buy	16,554 +18	+0.1%	+$1.05K	0.03%	146
2024 Q1	$949K	Sell	16,536 -762	-4%	-$41.9K	0.03%	149
2023 Q4	$896K	Sell	17,298 -444	-3%	-$21.4K	0.03%	151
2023 Q3	$805K	Buy	17,742 +6,702	+61%	+$317K	0.03%	140
2023 Q2	$521K	Sell	11,040 -210	-2%	-$9.11K	0.02%	161
2023 Q1	$468K	Buy	11,250 +138	+1%	+$5.37K	0.02%	168
2022 Q4	$395K	Buy	11,112 +4,728	+74%	+$174K	0.02%	173
2022 Q3	$228K	Sell	6,384 -1,554	-20%	-$62.5K	0.01%	208
2022 Q2	$295K	Buy	7,938 +2,940	+59%	+$121K	0.02%	189
2022 Q1	$240K	Buy	+4,998	New	+$236K	0.01%	205
2018 Q4	–	Sell	-8,298	Closed	-$223K	–	153
2018 Q3	$223K	Buy	+8,298	New	+$217K	0.05%	131

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

Pure Financial Advisors's VUG Position: Q2 2026 in Review

Pure Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, selling an estimated $505K and leaving 453,868 shares worth $39.1M. The position accounts for 0.5% of the portfolio, ranked #39.

Pure Financial Advisors first reported a position in VUG in Q3 2018 and has held it in 19 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Pure Financial Advisors held 453,868 shares of Vanguard Morningstar Growth ETF worth $39.1M as of Q2 2026.
Pure Financial Advisors sold 5,996 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $505K.
Vanguard Morningstar Growth ETF made up 0.5% of Pure Financial Advisors's portfolio in Q2 2026, its #39 holding.
Pure Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2018 and has held it in 19 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.