Roble Belko & Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Roble Belko & Company’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	$528K	Buy	6,126 +4,620	+307%	+$389K	0.06%	87
2026 Q1	$110K	Hold	1,506	–	–	0.01%	164
2025 Q4	$122K	Hold	1,506	–	–	0.02%	157
2025 Q3	$120K	Buy	1,506 +1,428	+1,831%	+$109K	0.02%	129
2025 Q2	$6K	Buy	78 +36	+86%	+$2.37K	﹤0.01%	300
2025 Q1	$3K	Buy	42 +36	+600%	+$2.43K	﹤0.01%	316
2024 Q4	$0	Hold	6	–	–	﹤0.01%	427
2024 Q3	$0	Hold	6	–	–	﹤0.01%	404
2024 Q2	$0	Buy	+6	New	+$350	﹤0.01%	386
2024 Q1	–	Sell	-180	Closed	-$9K	–	369
2023 Q4	$9K	Buy	+180	New	+$8.69K	﹤0.01%	241
2023 Q3	–	Sell	-1,674	Closed	-$79K	–	328
2023 Q2	$79K	Hold	1,674	–	–	0.02%	123
2023 Q1	$70K	Buy	1,674 +1,008	+151%	+$39.2K	0.01%	140
2022 Q4	$24K	Hold	666	–	–	0.01%	199
2022 Q3	$24K	Hold	666	–	–	0.01%	188
2022 Q2	$25K	Sell	666 -1,500	-69%	-$61.6K	0.01%	183
2022 Q1	$104K	Hold	2,166	–	–	0.02%	134
2021 Q4	$116K	Buy	+2,166	New	+$113K	0.02%	126
2021 Q3	–	Sell	-2,166	Closed	-$104K	–	355
2021 Q2	$104K	Hold	2,166	–	–	0.02%	124
2021 Q1	$93K	Buy	2,166 +1,500	+225%	+$64.2K	0.02%	122
2020 Q4	$28K	Hold	666	–	–	0.01%	170
2020 Q3	$25K	Hold	666	–	–	0.01%	173
2020 Q2	$22K	Hold	666	–	–	0.01%	190
2020 Q1	$17K	Hold	666	–	–	0.01%	203
2019 Q4	$20K	Hold	666	–	–	0.01%	216
2019 Q3	$18K	Hold	666	–	–	0.01%	214
2019 Q2	$18K	Buy	+666	New	+$17.8K	0.01%	212

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

Roble Belko & Company's VUG Position: Q2 2026 in Review

Roble Belko & Company increased its Vanguard Morningstar Growth ETF (VUG) stake by 307% in Q2 2026, buying an estimated $389K and bringing the position to 6,126 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #87.

Roble Belko & Company first reported a position in VUG in Q2 2019 and has held it in 26 quarters since. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Roble Belko & Company held 6,126 shares of Vanguard Morningstar Growth ETF worth $528K as of Q2 2026.
Roble Belko & Company bought 4,620 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $389K.
Vanguard Morningstar Growth ETF made up 0.06% of Roble Belko & Company's portfolio in Q2 2026, its #87 holding.
Roble Belko & Company first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 26 quarters since.
2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.