Seek First’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Seek First’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	$333K	Sell	3,869 -103	-3%	-$8.67K	0.21%	51
2026 Q1	$289K	Sell	3,972 -282	-7%	-$21.9K	0.2%	48
2025 Q4	$346K	Buy	4,254 +12	+0.3%	+$974	0.24%	46
2025 Q3	$339K	Buy	4,242 +6	+0.1%	+$458	0.24%	47
2025 Q2	$310K	Buy	4,236 +60	+1%	+$3.95K	0.25%	46
2025 Q1	$258K	Buy	+4,176	New	+$282K	0.23%	43

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Seek First's VUG Position: Q2 2026 in Review

Seek First reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.6% in Q2 2026, selling an estimated $8.67K and leaving 3,869 shares worth $333K. The position accounts for 0.21% of the portfolio, ranked #51.

Seek First first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. The position peaked at $346K in Q4 2025. 1,502 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Seek First held 3,869 shares of Vanguard Morningstar Growth ETF worth $333K as of Q2 2026.
Seek First sold 103 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.67K.
Vanguard Morningstar Growth ETF made up 0.21% of Seek First's portfolio in Q2 2026, its #51 holding.
Seek First first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
Seek First's Vanguard Morningstar Growth ETF position peaked at $346K in Q4 2025.
1,502 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.