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SageGuard Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

SageGuard Financial 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 		$1.39M Sell
16,117
-18,965
-54% -$1.6M 0.2% 95
2026
Q1 		$2.55M Sell
35,082
-1,392
-4% -$108K 0.4% 67
2025
Q4 		$2.97M Buy
+36,474
New +$2.96M 0.47% 48

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

SageGuard Financial Group's VUG Position: Q2 2026 in Review

SageGuard Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 54% in Q2 2026, selling an estimated $1.6M and leaving 16,117 shares worth $1.39M. The position accounts for 0.2% of the portfolio, ranked #95.

SageGuard Financial Group first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.97M in Q4 2025. 2,025 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • SageGuard Financial Group held 16,117 shares of Vanguard Morningstar Growth ETF worth $1.39M as of Q2 2026.
  • SageGuard Financial Group sold 18,965 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.6M.
  • Vanguard Morningstar Growth ETF made up 0.2% of SageGuard Financial Group's portfolio in Q2 2026, its #95 holding.
  • SageGuard Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Vanguard Morningstar Growth ETF position peaked at $2.97M in Q4 2025.
  • 2,025 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.