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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.2M	Buy	141,812 +3,890	+3%	+$327K	3.75%	1
2026 Q1	$10M	Buy	137,922 +5,424	+4%	+$422K	3.71%	2
2025 Q4	$10.8M	Buy	132,498 +1,128	+0.9%	+$91.5K	4.2%	1
2025 Q3	$10.5M	Buy	131,370 +3,816	+3%	+$292K	4.13%	1
2025 Q2	$9.32M	Buy	127,554 +2,916	+2%	+$192K	4.07%	1
2025 Q1	$7.7M	Buy	124,638 +3,804	+3%	+$256K	4.01%	1
2024 Q4	$8.27M	Buy	120,834 +6,084	+5%	+$409K	4.15%	2
2024 Q3	$7.34M	Buy	114,750 +1,998	+2%	+$124K	3.77%	2
2024 Q2	$7.03M	Buy	112,752 +7,614	+7%	+$444K	3.55%	2
2024 Q1	$6.03M	Buy	105,138 +2,322	+2%	+$128K	3.13%	1
2023 Q4	$5.33M	Sell	102,816 -3,594	-3%	-$173K	3.56%	2
2023 Q3	$4.83M	Buy	106,410 +2,586	+2%	+$122K	3.54%	2
2023 Q2	$4.9M	Buy	103,824 +4,926	+5%	+$214K	3.49%	2
2023 Q1	$4.11M	Buy	98,898 +5,286	+6%	+$206K	3.23%	3
2022 Q4	$3.32M	Buy	+93,612	New	+$3.44M	2.12%	4

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

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

Register Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q2 2026, buying an estimated $327K and bringing the position to 141,812 shares worth $12.2M. The position accounts for 3.75% of the portfolio, ranked #1.

Register Financial 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.

Register Financial Advisors held 141,812 shares of Vanguard Morningstar Growth ETF worth $12.2M as of Q2 2026.
Register Financial Advisors bought 3,890 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $327K.
Vanguard Morningstar Growth ETF made up 3.75% of Register Financial Advisors's portfolio in Q2 2026, its #1 holding.
Register Financial 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 Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.