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

Seneca House 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	$314K	Sell	3,647 -67	-2%	-$5.64K	0.11%	85
2026 Q1	$270K	Sell	3,714 -258	-6%	-$20.1K	0.11%	83
2025 Q4	$323K	Sell	3,972 -96	-2%	-$7.79K	0.12%	83
2025 Q3	$325K	Hold	4,068	–	–	0.13%	79
2025 Q2	$297K	Hold	4,068	–	–	0.13%	74
2025 Q1	$251K	Hold	4,068	–	–	0.11%	78
2024 Q4	$278K	Hold	4,068	–	–	0.11%	77
2024 Q3	$260K	Hold	4,068	–	–	0.11%	78
2024 Q2	$254K	Hold	4,068	–	–	0.11%	73
2024 Q1	$233K	Hold	4,068	–	–	0.1%	76
2023 Q4	$211K	Buy	+4,068	New	+$196K	0.1%	74
2022 Q1	–	Sell	-4,068	Closed	-$218K	–	91
2021 Q4	$218K	Buy	+4,068	New	+$212K	0.12%	82
2021 Q3	–	Sell	-7,182	Closed	-$343K	–	95
2021 Q2	$343K	Sell	7,182 -2,196	-23%	-$99.7K	0.22%	62
2021 Q1	$402K	Sell	9,378 -4,026	-30%	-$172K	0.28%	50
2020 Q4	$566K	Sell	13,404 -4,194	-24%	-$167K	0.41%	41
2020 Q3	$668K	Sell	17,598 -4,158	-19%	-$154K	0.53%	33
2020 Q2	$733K	Sell	21,756 -1,206	-5%	-$37.1K	0.62%	30
2020 Q1	$599K	Sell	22,962 -570	-2%	-$17.1K	0.63%	32
2019 Q4	$715K	Sell	23,532 -2,430	-9%	-$70.2K	0.62%	43
2019 Q3	$719K	Sell	25,962 -1,068	-4%	-$29.6K	0.68%	44
2019 Q2	$755K	Buy	27,030 +234	+0.9%	+$6.25K	0.69%	41
2019 Q1	$699K	Buy	26,796 +1,722	+7%	+$42.5K	0.61%	49
2018 Q4	$561K	Buy	25,074 +1,254	+5%	+$30.4K	0.53%	50
2018 Q3	$639K	Sell	23,820 -756	-3%	-$19.8K	0.5%	54
2018 Q2	$614K	Buy	24,576 +24	+0.1%	+$589	0.5%	53
2018 Q1	$581K	Buy	24,552 +6	+0%	+$146	0.49%	53
2017 Q4	$575K	Buy	+24,546	New	+$563K	0.49%	53

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 House Advisors's VUG Position: Q2 2026 in Review

Seneca House Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.8% in Q2 2026, selling an estimated $5.64K and leaving 3,647 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #85.

Seneca House Advisors first reported a position in VUG in Q4 2017 and has held it in 27 quarters since. The position peaked at $755K in Q2 2019. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Seneca House Advisors held 3,647 shares of Vanguard Morningstar Growth ETF worth $314K as of Q2 2026.
Seneca House Advisors sold 67 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.64K.
Vanguard Morningstar Growth ETF made up 0.11% of Seneca House Advisors's portfolio in Q2 2026, its #85 holding.
Seneca House Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 27 quarters since.
Seneca House Advisors's Vanguard Morningstar Growth ETF position peaked at $755K in Q2 2019.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.