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Safeguard Investment Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Safeguard Investment Advisory Group’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 		$412K Buy
4,779
+69
+1% +$5.81K 0.1% 101
2026
Q1 		$343K Buy
4,710
+54
+1% +$4.2K 0.09% 88
2025
Q4 		$379K Buy
4,656
+6
+0.1% +$487 0.1% 86
2025
Q3 		$372K Buy
4,650
+96
+2% +$7.34K 0.09% 90
2025
Q2 		$333K Sell
4,554
-264
-5% -$17.4K 0.08% 100
2025
Q1 		$298K Buy
4,818
+6
+0.1% +$405 0.08% 99
2024
Q4 		$329K Buy
4,812
+270
+6% +$18.1K 0.09% 77
2024
Q3 		$291K Sell
4,542
-132
-3% -$8.18K 0.08% 86
2024
Q2 		$291K Buy
4,674
+348
+8% +$20.3K 0.09% 76
2024
Q1 		$248K Sell
4,326
-6
-0.1% -$330 0.08% 82
2023
Q4 		$224K Buy
+4,332
New +$209K 0.08% 87
2023
Q3 		– Sell
-4,320
Closed -$204K – 103
2023
Q2 		$204K Buy
+4,320
New +$187K 0.09% 96
2022
Q3 		– Sell
-4,794
Closed -$229K – 106
2022
Q2 		$229K Hold
4,794
– – 0.14% 82
2022
Q1 		$229K Buy
4,794
+534
+13% +$25.3K 0.16% 74
2021
Q4 		$227K Buy
4,260
+6
+0.1% +$313 0.13% 84
2021
Q3 		$205K Buy
4,254
+6
+0.1% +$299 0.13% 83
2021
Q2 		$203K Buy
+4,248
New +$193K 0.14% 81
2021
Q1 		– Sell
-4,368
Closed -$184K – 714
2020
Q4 		$184K Buy
+4,368
New +$174K 0.16% 78

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

Safeguard Investment Advisory Group's VUG Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q2 2026, buying an estimated $5.81K and bringing the position to 4,779 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #101.

Safeguard Investment Advisory Group first reported a position in VUG in Q4 2020 and has held it in 18 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Safeguard Investment Advisory Group held 4,779 shares of Vanguard Morningstar Growth ETF worth $412K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 69 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.81K.
  • Vanguard Morningstar Growth ETF made up 0.1% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #101 holding.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.