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Regent Peak Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Regent Peak Wealth 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 		$22.7M Sell
263,714
-2,638
-1% -$222K 4.21% 6
2026
Q1 		$19.4M Sell
266,352
-8,754
-3% -$681K 3.95% 7
2025
Q4 		$22.4M Sell
275,106
-984
-0.4% -$79.9K 4.41% 6
2025
Q3 		$22.1M Buy
+276,090
New +$21.1M 4.42% 6
2025
Q1 		$17.3M Sell
280,212
-44,412
-14% -$2.99M 4.09% 6
2024
Q4 		$22.2M Sell
324,624
-300
-0.1% -$20.2K 4.98% 4
2024
Q3 		$20.8M Buy
324,924
+2,310
+0.7% +$143K 4.77% 4
2024
Q2 		$20.1M Sell
322,614
-11,934
-4% -$696K 4.6% 4
2024
Q1 		$19.2M Sell
334,548
-10,068
-3% -$554K 4.88% 3
2023
Q4 		$17.9M Sell
344,616
-8,892
-3% -$429K 4.84% 5
2023
Q3 		$16M Buy
353,508
+7,560
+2% +$357K 4.9% 4
2023
Q2 		$16.3M Sell
345,948
-19,422
-5% -$842K 4.75% 5
2023
Q1 		$15.2M Sell
365,370
-12,036
-3% -$468K 4.7% 6
2022
Q4 		$13.4M Sell
377,406
-4,770
-1% -$175K 4.39% 4
2022
Q3 		$13.6M Sell
382,176
-288
-0.1% -$11.6K 4.8% 4
2022
Q2 		$14.2M Buy
382,464
+46,506
+14% +$1.91M 4.64% 5
2022
Q1 		$16.1M Buy
335,958
+9,738
+3% +$461K 4.62% 5
2021
Q4 		$17.4M Sell
326,220
-90
-0% -$4.69K 4.74% 4
2021
Q3 		$15.8M Sell
326,310
-1,704
-0.5% -$84.8K 4.52% 6
2021
Q2 		$16.2M Buy
328,014
+114
+0% +$5.18K 4.52% 5
2021
Q1 		$14M Sell
327,900
-13,590
-4% -$581K 4.62% 4
2020
Q4 		$14.4M Buy
341,490
+21,996
+7% +$878K 4.81% 4
2020
Q3 		$12.1M Sell
319,494
-360
-0.1% -$13.3K 5.16% 4
2020
Q2 		$10.8M Buy
319,854
+4,944
+2% +$152K 4.88% 4
2020
Q1 		$8.22M Sell
314,910
-27,708
-8% -$830K 4.58% 5
2019
Q4 		$10.4M Buy
+342,618
New +$9.89M 4.75% 5

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

Regent Peak Wealth Advisors's VUG Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.99% in Q2 2026, selling an estimated $222K and leaving 263,714 shares worth $22.7M. The position accounts for 4.21% of the portfolio, ranked #6.

Regent Peak Wealth Advisors first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Regent Peak Wealth Advisors held 263,714 shares of Vanguard Morningstar Growth ETF worth $22.7M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 2,638 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $222K.
  • Vanguard Morningstar Growth ETF made up 4.21% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.