Salus Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Salus Financial 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 Q1	$484K	Sell	6,642 -558	-8%	-$43.4K	0.28%	22
2025 Q4	$585K	Hold	7,200	–	–	0.35%	21
2025 Q3	$576K	Hold	7,200	–	–	0.36%	21
2025 Q2	$526K	Hold	7,200	–	–	0.35%	21
2025 Q1	$445K	Buy	7,200 +384	+6%	+$25.9K	0.34%	23
2024 Q4	$466K	Buy	+6,816	New	+$458K	0.37%	22

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Salus Financial Advisors's VUG Position: Q1 2026 in Review

Salus Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.8% in Q1 2026, selling an estimated $43.4K and leaving 6,642 shares worth $484K. The position accounts for 0.28% of the portfolio, ranked #22.

Salus Financial Advisors first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $585K in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Salus Financial Advisors held 6,642 shares of Vanguard Morningstar Growth ETF worth $484K as of Q1 2026.
Salus Financial Advisors sold 558 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $43.4K.
Vanguard Morningstar Growth ETF made up 0.28% of Salus Financial Advisors's portfolio in Q1 2026, its #22 holding.
Salus Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
Salus Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $585K in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.