Seneca Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Seneca 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	$875K	Hold	10,158	–	–	0.23%	35
2026 Q1	$739K	Hold	10,158	–	–	0.22%	35
2025 Q4	$826K	Hold	10,158	–	–	0.25%	36
2025 Q3	$812K	Hold	10,158	–	–	0.27%	36
2025 Q2	$742K	Hold	10,158	–	–	0.29%	37
2025 Q1	$628K	Hold	10,158	–	–	0.3%	35
2024 Q4	$695K	Hold	10,158	–	–	0.35%	34
2024 Q3	$650K	Hold	10,158	–	–	0.32%	34
2024 Q2	$633K	Sell	10,158 -246	-2%	-$14.3K	0.33%	37
2024 Q1	$597K	Hold	10,404	–	–	0.32%	38
2023 Q4	$539K	Hold	10,404	–	–	0.31%	37
2023 Q3	$472K	Hold	10,404	–	–	0.32%	36
2023 Q2	$491K	Hold	10,404	–	–	0.33%	35
2023 Q1	$433K	Buy	+10,404	New	+$405K	0.28%	36

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

Seneca Financial Advisors's VUG Position: Q2 2026 in Review

Seneca Financial Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 10,158 shares worth $875K. The position accounts for 0.23% of the portfolio, ranked #35.

Seneca Financial Advisors first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Seneca Financial Advisors held 10,158 shares of Vanguard Morningstar Growth ETF worth $875K as of Q2 2026.
Seneca Financial Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.23% of Seneca Financial Advisors's portfolio in Q2 2026, its #35 holding.
Seneca Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.