Secured Retirement Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Secured Retirement 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	–	Sell	-2,874	Closed	-$234K	–	147
2025 Q4	$234K	Sell	2,874 -108	-4%	-$8.77K	0.13%	119
2025 Q3	$238K	Hold	2,982	–	–	0.13%	120
2025 Q2	$218K	Sell	2,982 -552	-16%	-$36.3K	0.13%	109
2025 Q1	$218K	Hold	3,534	–	–	0.14%	113
2024 Q4	$242K	Hold	3,534	–	–	0.14%	125
2024 Q3	$226K	Hold	3,534	–	–	0.16%	104
2024 Q2	$220K	Hold	3,534	–	–	0.17%	111
2024 Q1	$203K	Buy	+3,534	New	+$194K	0.17%	107

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Secured Retirement Advisors's VUG Position: Q1 2026 in Review

Secured Retirement Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 2,874 shares — an estimated $234K sold.

Secured Retirement Advisors first reported a position in VUG in Q1 2024 and held it in 8 quarters. The position peaked at $242K in Q4 2024. 2,742 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Secured Retirement Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
Secured Retirement Advisors sold 2,874 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $234K.
Secured Retirement Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and held it in 8 quarters.
Secured Retirement Advisors's Vanguard Morningstar Growth ETF position peaked at $242K in Q4 2024.
2,742 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Secured Retirement Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.