Ross\Johnson & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ross\Johnson & Associates’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	$18.7K	Buy	218 +2	+0.9%	+$168	0.29%	30
2026 Q1	$15.9K	Sell	216 -6	-3%	-$467	0.29%	30
2025 Q4	$18.2K	Hold	222	–	–	0.34%	30
2025 Q3	$17.9K	Hold	222	–	–	0.34%	27
2025 Q2	$16.3K	Hold	222	–	–	0.34%	25
2025 Q1	$13.8K	Buy	222 +6	+3%	+$405	0.24%	45
2024 Q4	$14.8K	Buy	+216	New	+$14.5K	0.34%	24

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

Ross\Johnson & Associates's VUG Position: Q2 2026 in Review

Ross\Johnson & Associates increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.93% in Q2 2026, buying an estimated $168 and bringing the position to 218 shares worth $18.7K. The position accounts for 0.29% of the portfolio, ranked #30.

Ross\Johnson & Associates first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Ross\Johnson & Associates held 218 shares of Vanguard Morningstar Growth ETF worth $18.7K as of Q2 2026.
Ross\Johnson & Associates bought 2 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Morningstar Growth ETF made up 0.29% of Ross\Johnson & Associates's portfolio in Q2 2026, its #30 holding.
Ross\Johnson & Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.