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Salomon & Ludwin’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Salomon & Ludwin’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 		$17.3M Sell
201,162
-4,266
-2% -$359K 1.43% 21
2026
Q1 		$15.1M Sell
205,428
-1,416
-0.7% -$110K 1.35% 22
2025
Q4 		$16.8M Sell
206,844
-3,384
-2% -$275K 1.49% 21
2025
Q3 		$16.9M Sell
210,228
-7,596
-3% -$580K 1.52% 21
2025
Q2 		$15.9M Sell
217,824
-18,570
-8% -$1.22M 1.57% 19
2025
Q1 		$14.6M Sell
236,394
-4,068
-2% -$274K 1.56% 19
2024
Q4 		$16.4M Sell
240,462
-14,382
-6% -$966K 1.74% 18
2024
Q3 		$16.3M Sell
254,844
-13,482
-5% -$836K 1.66% 18
2024
Q2 		$16.7M Sell
268,326
-79,284
-23% -$4.62M 1.87% 16
2024
Q1 		$19.9M Sell
347,610
-14,490
-4% -$797K 1.72% 19
2023
Q4 		$16.4M Hold
362,100
– – 1.72% 19
2023
Q3 		$16.4M Buy
362,100
+2,196
+0.6% +$104K 1.72% 19
2023
Q2 		$17M Sell
359,904
-474
-0.1% -$20.6K 1.81% 18
2023
Q1 		$15M Sell
360,378
-480
-0.1% -$18.7K 1.79% 19
2022
Q4 		$12.8M Buy
360,858
+57,624
+19% +$2.12M 1.62% 19
2022
Q3 		$10.8M Buy
303,234
+1,578
+0.5% +$63.4K 1.62% 21
2022
Q2 		$11.2M Buy
301,656
+3,540
+1% +$145K 1.73% 19
2022
Q1 		$14.3M Buy
298,116
+4,380
+1% +$207K 2.07% 15
2021
Q4 		$15.7M Sell
293,736
-12,936
-4% -$674K 2.22% 15
2021
Q3 		$14.8M Sell
306,672
-8,178
-3% -$407K 2.31% 14
2021
Q2 		$15.1M Sell
314,850
-9,288
-3% -$422K 2.36% 14
2021
Q1 		$13.9M Buy
324,138
+1,140
+0.4% +$48.8K 2.36% 14
2020
Q4 		$13.6M Buy
322,998
+6,864
+2% +$274K 2.53% 13
2020
Q3 		$12M Buy
316,134
+1,722
+0.5% +$63.6K 2.5% 12
2020
Q2 		$10.6M Buy
314,412
+306,378
+3,814% +$9.42M 2.28% 15
2020
Q1 		$210K Hold
8,034
– – 0.05% 49
2019
Q4 		$244K Hold
8,034
– – 0.05% 49
2019
Q3 		$223K Hold
8,034
– – 0.05% 43
2019
Q2 		$219K Hold
8,034
– – 0.04% 42
2019
Q1 		$209K Hold
8,034
– – 0.04% 39
2018
Q4 		$180K Buy
+8,034
New +$195K 0.04% 41

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

Salomon & Ludwin's VUG Position: Q2 2026 in Review

Salomon & Ludwin reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.1% in Q2 2026, selling an estimated $359K and leaving 201,162 shares worth $17.3M. The position accounts for 1.43% of the portfolio, ranked #21.

Salomon & Ludwin first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $19.9M in Q1 2024. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Salomon & Ludwin held 201,162 shares of Vanguard Morningstar Growth ETF worth $17.3M as of Q2 2026.
  • Salomon & Ludwin sold 4,266 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $359K.
  • Vanguard Morningstar Growth ETF made up 1.43% of Salomon & Ludwin's portfolio in Q2 2026, its #21 holding.
  • Salomon & Ludwin first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Salomon & Ludwin's Vanguard Morningstar Growth ETF position peaked at $19.9M in Q1 2024.
  • 2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.