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Sax Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sax Wealth 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 		$10.6M Sell
24,337
-44,525
-65% -$3.75M 0.43% 42
2026
Q1 		$5.6M Hold
68,862
– – 0.27% 66
2025
Q4 		$5.6M Sell
68,862
-1,080
-2% -$87.6K 0.26% 68
2025
Q3 		$5.59M Sell
69,942
-5,304
-7% -$405K 0.3% 55
2025
Q2 		$5.5M Buy
75,246
+23,856
+46% +$1.57M 0.33% 49
2025
Q1 		$3.18M Buy
51,390
+18,480
+56% +$1.25M 0.23% 65
2024
Q4 		$2.25M Buy
32,910
+1,068
+3% +$71.7K 0.18% 70
2024
Q3 		$2.04M Buy
31,842
+60
+0.2% +$3.72K 0.18% 61
2024
Q2 		$1.98M Buy
31,782
+2,106
+7% +$123K 0.19% 59
2024
Q1 		$1.7M Buy
29,676
+6
+0% +$330 0.2% 51
2023
Q4 		$1.54M Buy
29,670
+1,374
+5% +$66.3K 0.25% 57
2023
Q3 		$1.28M Buy
28,296
+1,830
+7% +$86.4K 0.25% 57
2023
Q2 		$1.25M Buy
26,466
+1,710
+7% +$74.2K 0.25% 59
2023
Q1 		$1.03M Sell
24,756
-240
-1% -$9.33K 0.22% 64
2022
Q4 		$888K Sell
24,996
-1,176
-4% -$43.3K 0.21% 64
2022
Q3 		$933K Buy
26,172
+330
+1% +$13.3K 0.24% 64
2022
Q2 		$960K Buy
25,842
+120
+0.5% +$4.93K 0.24% 63
2022
Q1 		$1.23M Sell
25,722
-720
-3% -$34.1K 0.3% 49
2021
Q4 		$1.41M Buy
26,442
+2,076
+9% +$108K 0.29% 55
2021
Q3 		$1.18M Buy
24,366
+3,366
+16% +$168K 0.28% 55
2021
Q2 		$1M Buy
21,000
+588
+3% +$26.7K 0.34% 56
2021
Q1 		$874K Buy
20,412
+12
+0.1% +$513 0.32% 60
2020
Q4 		$861K Buy
+20,400
New +$814K 0.4% 55

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 22.9% 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

Sax Wealth Advisors's VUG Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 65% in Q2 2026, selling an estimated $3.75M and leaving 24,337 shares worth $10.6M. The position accounts for 0.43% of the portfolio, ranked #42.

Sax Wealth Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Sax Wealth Advisors held 24,337 shares of Vanguard Morningstar Growth ETF worth $10.6M as of Q2 2026.
  • Sax Wealth Advisors sold 44,525 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.75M.
  • Vanguard Morningstar Growth ETF made up 0.43% of Sax Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.