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Resonant Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Resonant Capital 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 		$429K Buy
4,981
+199
+4% +$16.7K 0.02% 323
2026
Q1 		$348K Sell
4,782
-288
-6% -$22.4K 0.02% 348
2025
Q4 		$412K Buy
+5,070
New +$411K 0.02% 281

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Resonant Capital Advisors's VUG Position: Q2 2026 in Review

Resonant Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.2% in Q2 2026, buying an estimated $16.7K and bringing the position to 4,981 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #323.

Resonant Capital Advisors first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,038 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Resonant Capital Advisors held 4,981 shares of Vanguard Morningstar Growth ETF worth $429K as of Q2 2026.
  • Resonant Capital Advisors bought 199 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard Morningstar Growth ETF made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #323 holding.
  • Resonant Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,038 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.