Sentinel Pension Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sentinel Pension 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	$6.05M	Sell	70,973 -799	-1%	-$67.2K	0.79%	24
2026 Q1	$5.22M	Sell	71,772 -522	-0.7%	-$40.6K	0.77%	23
2025 Q4	$5.88M	Sell	72,294 -984	-1%	-$79.9K	0.9%	22
2025 Q3	$5.86M	Sell	73,278 -1,818	-2%	-$139K	0.94%	21
2025 Q2	$5.49M	Buy	75,096 +306	+0.4%	+$20.1K	0.92%	21
2025 Q1	$4.62M	Sell	74,790 -3,816	-5%	-$257K	0.85%	23
2024 Q4	$5.38M	Sell	78,606 -1,716	-2%	-$115K	1%	19
2024 Q3	$5.14M	Sell	80,322 -2,232	-3%	-$138K	0.99%	20
2024 Q2	$5.15M	Sell	82,554 -1,368	-2%	-$79.8K	1.07%	19
2024 Q1	$4.81M	Sell	83,922 -228	-0.3%	-$12.5K	1.03%	20
2023 Q4	$4.36M	Sell	84,150 -13,872	-14%	-$670K	1.04%	19
2023 Q3	$4.45M	Sell	98,022 -5,406	-5%	-$255K	1.08%	18
2023 Q2	$4.88M	Sell	103,428 -2,220	-2%	-$96.3K	1.18%	18
2023 Q1	$4.33M	Sell	105,648 -48	-0%	-$1.87K	1.1%	19
2022 Q4	$3.75M	Sell	105,696 -3,786	-3%	-$139K	1.18%	18
2022 Q3	$3.9M	Buy	109,482 +10,812	+11%	+$435K	1.36%	15
2022 Q2	$3.67M	Buy	98,670 +1,086	+1%	+$44.6K	1.23%	17
2022 Q1	$4.68M	Sell	97,584 -1,896	-2%	-$89.7K	1.59%	17
2021 Q4	$5.32M	Sell	99,480 -1,722	-2%	-$89.7K	1.67%	14
2021 Q3	$4.89M	Sell	101,202 -3,108	-3%	-$155K	1.67%	14
2021 Q2	$4.99M	Sell	104,310 -63,258	-38%	-$2.87M	1.75%	14
2021 Q1	$2.1M	Buy	167,568 +47,466	+40%	+$2.03M	0.77%	26
2020 Q4	$5.07M	Sell	120,102 -28,518	-19%	-$1.14M	1.85%	17
2020 Q3	$5.64M	Sell	148,620 -3,066	-2%	-$113K	2.18%	13
2020 Q2	$5.11M	Sell	151,686 -45,036	-23%	-$1.39M	2.13%	13
2020 Q1	$5.14M	Buy	+196,722	New	+$5.89M	2.5%	12

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

Sentinel Pension Advisors's VUG Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q2 2026, selling an estimated $67.2K and leaving 70,973 shares worth $6.05M. The position accounts for 0.79% of the portfolio, ranked #24.

Sentinel Pension Advisors first reported a position in VUG in Q1 2020 and has held it in 26 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sentinel Pension Advisors held 70,973 shares of Vanguard Morningstar Growth ETF worth $6.05M as of Q2 2026.
Sentinel Pension Advisors sold 799 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $67.2K.
Vanguard Morningstar Growth ETF made up 0.79% of Sentinel Pension Advisors's portfolio in Q2 2026, its #24 holding.
Sentinel Pension Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 26 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.