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Safir Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Safir Wealth 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 		$16.6M Buy
192,377
+1,373
+0.7% +$116K 10.77% 3
2026
Q1 		$13.9M Sell
191,004
-1,554
-0.8% -$121K 10.06% 3
2025
Q4 		$15.7M Sell
192,558
-5,784
-3% -$469K 10.98% 2
2025
Q3 		$15.9M Sell
198,342
-7,878
-4% -$602K 11.2% 2
2025
Q2 		$15.1M Buy
206,220
+1,680
+0.8% +$111K 11.06% 2
2025
Q1 		$12.6M Sell
204,540
-5,796
-3% -$391K 10.03% 3
2024
Q4 		$14.4M Sell
210,336
-3,828
-2% -$257K 11.1% 2
2024
Q3 		$13.7M Sell
214,164
-2,052
-0.9% -$127K 10.54% 2
2024
Q2 		$13.5M Sell
216,216
-5,814
-3% -$339K 11.04% 2
2024
Q1 		$12.7M Sell
222,030
-4,236
-2% -$233K 10.45% 3
2023
Q4 		$11.7M Sell
226,266
-6,480
-3% -$313K 10.55% 3
2023
Q3 		$10.6M Sell
232,746
-4,920
-2% -$232K 10.22% 3
2023
Q2 		$11.2M Sell
237,666
-2,250
-0.9% -$97.6K 10.37% 3
2023
Q1 		$9.97M Sell
239,916
-2,544
-1% -$98.9K 9.84% 3
2022
Q4 		$8.61M Buy
242,460
+10,344
+4% +$381K 8.78% 4
2022
Q3 		$8.28M Buy
232,116
+1,854
+0.8% +$74.5K 8.61% 4
2022
Q2 		$8.55M Buy
230,262
+11,502
+5% +$473K 8.37% 4
2022
Q1 		$10.5M Buy
218,760
+2,658
+1% +$126K 8.75% 4
2021
Q4 		$11.6M Sell
216,102
-6,720
-3% -$350K 8.99% 4
2021
Q3 		$10.8M Sell
222,822
-2,406
-1% -$120K 9.02% 4
2021
Q2 		$10.8M Buy
225,228
+1,710
+0.8% +$77.6K 9.14% 4
2021
Q1 		$9.58M Buy
223,518
+288
+0.1% +$12.3K 8.78% 4
2020
Q4 		$9.43M Buy
+223,230
New +$8.91M 8.76% 4

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

Safir Wealth Advisors's VUG Position: Q2 2026 in Review

Safir Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.72% in Q2 2026, buying an estimated $116K and bringing the position to 192,377 shares worth $16.6M. The position accounts for 10.77% of the portfolio, ranked #3.

Safir Wealth Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Safir Wealth Advisors held 192,377 shares of Vanguard Morningstar Growth ETF worth $16.6M as of Q2 2026.
  • Safir Wealth Advisors bought 1,373 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $116K.
  • Vanguard Morningstar Growth ETF made up 10.77% of Safir Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Safir Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.