Seneschal Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Seneschal 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	$1.31M	Sell	15,230 -250	-2%	-$21K	0.9%	19
2026 Q1	$1.13M	Sell	15,480 -126	-0.8%	-$9.8K	0.84%	20
2025 Q4	$1.27M	Sell	15,606 -1,500	-9%	-$122K	0.93%	19
2025 Q3	$1.37M	Sell	17,106 -18	-0.1%	-$1.38K	0.99%	15
2025 Q2	$1.25M	Sell	17,124 -6	-0%	-$395	0.99%	14
2025 Q1	$1.06M	Hold	17,130	–	–	0.91%	15
2024 Q4	$1.17M	Buy	+17,130	New	+$1.15M	0.98%	16

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

Seneschal Advisors's VUG Position: Q2 2026 in Review

Seneschal Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.6% in Q2 2026, selling an estimated $21K and leaving 15,230 shares worth $1.31M. The position accounts for 0.9% of the portfolio, ranked #19.

Seneschal Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q3 2025. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Seneschal Advisors held 15,230 shares of Vanguard Morningstar Growth ETF worth $1.31M as of Q2 2026.
Seneschal Advisors sold 250 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $21K.
Vanguard Morningstar Growth ETF made up 0.9% of Seneschal Advisors's portfolio in Q2 2026, its #19 holding.
Seneschal Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Seneschal Advisors's Vanguard Morningstar Growth ETF position peaked at $1.37M in Q3 2025.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.