Savvy Advisors Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Savvy Advisors Inc’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	$30.7M	Buy	356,638 +28,378	+9%	+$2.39M	0.65%	30
2026 Q1	$23.9M	Buy	328,260 +25,812	+9%	+$2.01M	0.64%	29
2025 Q4	$24.6M	Buy	302,448 +234,768	+347%	+$19.1M	0.79%	25
2025 Q3	$5.41M	Buy	67,680 +1,134	+2%	+$86.7K	0.25%	73
2025 Q2	$4.86M	Buy	66,546 +3,414	+5%	+$225K	0.32%	56
2025 Q1	$3.9M	Buy	63,132 +6,714	+12%	+$453K	0.39%	47
2024 Q4	$3.86M	Buy	56,418 +3,318	+6%	+$223K	0.46%	38
2024 Q3	$3.4M	Buy	53,100 +17,664	+50%	+$1.09M	0.69%	26
2024 Q2	$2.21M	Buy	+35,436	New	+$2.07M	0.72%	26

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Savvy Advisors Inc's VUG Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.6% in Q2 2026, buying an estimated $2.39M and bringing the position to 356,638 shares worth $30.7M. The position accounts for 0.65% of the portfolio, ranked #30.

Savvy Advisors Inc first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Savvy Advisors Inc held 356,638 shares of Vanguard Morningstar Growth ETF worth $30.7M as of Q2 2026.
Savvy Advisors Inc bought 28,378 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.39M.
Vanguard Morningstar Growth ETF made up 0.65% of Savvy Advisors Inc's portfolio in Q2 2026, its #30 holding.
Savvy Advisors Inc first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.