SCA
VUG icon

Sandy Cove Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sandy Cove 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 		$5.34M Buy
61,969
+649
+1% +$54.6K 1.34% 20
2026
Q1 		$4.46M Buy
61,320
+732
+1% +$56.9K 1.34% 18
2025
Q4 		$4.93M Buy
60,588
+38,964
+180% +$3.16M 1.46% 17
2025
Q3 		$1.73M Buy
21,624
+3,558
+20% +$272K 0.55% 26
2025
Q2 		$1.32M Buy
18,066
+1,206
+7% +$79.4K 0.48% 32
2025
Q1 		$1.04M Sell
16,860
-306
-2% -$20.6K 0.42% 37
2024
Q4 		$1.17M Buy
17,166
+54
+0.3% +$3.63K 0.46% 35
2024
Q3 		$1.09M Sell
17,112
-1,698
-9% -$105K 0.45% 36
2024
Q2 		$1.17M Sell
18,810
-138
-0.7% -$8.05K 0.52% 33
2024
Q1 		$1.09M Buy
18,948
+12
+0.1% +$660 0.5% 35
2023
Q4 		$981K Buy
18,936
+7,404
+64% +$357K 0.5% 39
2023
Q3 		$523K Buy
11,532
+828
+8% +$39.1K 0.3% 55
2023
Q2 		$505K Sell
10,704
-20,484
-66% -$888K 0.29% 60
2023
Q1 		$1.3M Buy
+31,188
New +$1.21M 0.94% 22
2022
Q2 		– Sell
-786
Closed -$38K – 380
2022
Q1 		$38K Hold
786
– – 0.03% 228
2021
Q4 		$42K Buy
+786
New +$40.9K 0.04% 213

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

Sandy Cove Advisors's VUG Position: Q2 2026 in Review

Sandy Cove Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q2 2026, buying an estimated $54.6K and bringing the position to 61,969 shares worth $5.34M. The position accounts for 1.34% of the portfolio, ranked #20.

Sandy Cove Advisors first reported a position in VUG in Q4 2021 and has held it in 16 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Sandy Cove Advisors held 61,969 shares of Vanguard Morningstar Growth ETF worth $5.34M as of Q2 2026.
  • Sandy Cove Advisors bought 649 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $54.6K.
  • Vanguard Morningstar Growth ETF made up 1.34% of Sandy Cove Advisors's portfolio in Q2 2026, its #20 holding.
  • Sandy Cove Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.