SC&H Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

SC&H 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 Q2	$415K	Buy	4,815 +3	+0.1%	+$252	0.06%	104
2026 Q1	$350K	Hold	4,812	–	–	0.05%	111
2025 Q4	$391K	Buy	4,812 +870	+22%	+$70.6K	0.06%	102
2025 Q3	$315K	Hold	3,942	–	–	0.05%	114
2025 Q2	$288K	Buy	3,942 +366	+10%	+$24.1K	0.05%	118
2025 Q1	$221K	Hold	3,576	–	–	0.04%	143
2024 Q4	$245K	Hold	3,576	–	–	0.05%	132
2024 Q3	$229K	Buy	3,576 +6	+0.2%	+$372	0.05%	139
2024 Q2	$222K	Hold	3,570	–	–	0.05%	134
2024 Q1	$205K	Buy	+3,570	New	+$196K	0.05%	142

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

SC&H Financial Advisors's VUG Position: Q2 2026 in Review

SC&H Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q2 2026, buying an estimated $252 and bringing the position to 4,815 shares worth $415K. The position accounts for 0.06% of the portfolio, ranked #104.

SC&H Financial Advisors first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

SC&H Financial Advisors held 4,815 shares of Vanguard Morningstar Growth ETF worth $415K as of Q2 2026.
SC&H Financial Advisors bought 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
Vanguard Morningstar Growth ETF made up 0.06% of SC&H Financial Advisors's portfolio in Q2 2026, its #104 holding.
SC&H Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.