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Relyea Zuckerberg Hanson’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Relyea Zuckerberg Hanson’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 		$129M Buy
1,495,364
+16,202
+1% +$1.36M 10.74% 1
2026
Q1 		$108M Buy
1,479,162
+19,206
+1% +$1.49M 10.83% 1
2025
Q4 		$119M Sell
1,459,956
-4,596
-0.3% -$373K 11.99% 1
2025
Q3 		$117M Sell
1,464,552
-9,576
-0.6% -$732K 12.31% 1
2025
Q2 		$108M Buy
1,474,128
+11,256
+0.8% +$741K 12.62% 1
2025
Q1 		$90.4M Buy
1,462,872
+32,424
+2% +$2.19M 12.18% 1
2024
Q4 		$97.9M Buy
1,430,448
+44,370
+3% +$2.98M 13.16% 1
2024
Q3 		$88.7M Buy
1,386,078
+42,960
+3% +$2.66M 13.5% 1
2024
Q2 		$83.7M Buy
1,343,118
+29,598
+2% +$1.73M 14.04% 1
2024
Q1 		$75.4M Buy
1,313,520
+51,510
+4% +$2.83M 13.2% 1
2023
Q4 		$65.4M Buy
1,262,010
+75,696
+6% +$3.65M 12.76% 2
2023
Q3 		$53.8M Buy
1,186,314
+71,622
+6% +$3.38M 12.28% 2
2023
Q2 		$52.6M Buy
1,114,692
+115,398
+12% +$5M 11.81% 2
2023
Q1 		$41.5M Sell
999,294
-8,628
-0.9% -$336K 10.14% 2
2022
Q4 		$35.8M Buy
1,007,922
+245,202
+32% +$9.02M 10.22% 2
2022
Q3 		$27.2M Sell
762,720
-115,392
-13% -$4.64M 9.82% 2
2022
Q2 		$32.6M Sell
878,112
-28,488
-3% -$1.17M 12.15% 2
2022
Q1 		$41.7M Buy
906,600
+43,044
+5% +$2.04M 13.67% 2
2021
Q4 		$40.2M Buy
863,556
+50,574
+6% +$2.63M 14.6% 1
2021
Q3 		$39.3M Buy
812,982
+25,416
+3% +$1.26M 15.27% 1
2021
Q2 		$37.6M Buy
787,566
+68,064
+9% +$3.09M 15.47% 1
2021
Q1 		$33.2M Buy
719,502
+121,164
+20% +$5.18M 14.65% 1
2020
Q4 		$25.3M Buy
598,338
+96,870
+19% +$3.87M 13.55% 2
2020
Q3 		$19.8M Buy
501,468
+137,334
+38% +$5.07M 12.77% 1
2020
Q2 		$12.3M Buy
364,134
+116,082
+47% +$3.57M 9.78% 1
2020
Q1 		$6.48M Buy
248,052
+54,558
+28% +$1.63M 7.09% 1
2019
Q4 		$5.88M Buy
+193,494
New +$5.59M 5.64% 3

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

Relyea Zuckerberg Hanson's VUG Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q2 2026, buying an estimated $1.36M and bringing the position to 1,495,364 shares worth $129M. The position accounts for 10.74% of the portfolio, ranked #1.

Relyea Zuckerberg Hanson first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Relyea Zuckerberg Hanson held 1,495,364 shares of Vanguard Morningstar Growth ETF worth $129M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 16,202 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.36M.
  • Vanguard Morningstar Growth ETF made up 10.74% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #1 holding.
  • Relyea Zuckerberg Hanson first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.