Seven Mile Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Seven Mile Advisory’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	$348K	Hold	4,038	–	–	0.23%	94
2026 Q1	$294K	Sell	4,038 -8,430	-68%	-$656K	0.21%	102
2025 Q4	$1.01M	Hold	12,468	–	–	0.17%	67
2025 Q3	$997K	Buy	12,468 +8,430	+209%	+$644K	0.16%	75
2025 Q2	$295K	Hold	4,038	–	–	0.18%	119
2025 Q1	$250K	Hold	4,038	–	–	0.17%	133
2024 Q4	$276K	Buy	4,038 +60	+2%	+$4.03K	0.18%	110
2024 Q3	$255K	Buy	+3,978	New	+$247K	0.17%	123

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

Seven Mile Advisory's VUG Position: Q2 2026 in Review

Seven Mile Advisory held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 4,038 shares worth $348K. The position accounts for 0.23% of the portfolio, ranked #94.

Seven Mile Advisory first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2025. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Seven Mile Advisory held 4,038 shares of Vanguard Morningstar Growth ETF worth $348K as of Q2 2026.
Seven Mile Advisory left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.23% of Seven Mile Advisory's portfolio in Q2 2026, its #94 holding.
Seven Mile Advisory first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
Seven Mile Advisory's Vanguard Morningstar Growth ETF position peaked at $1.01M in Q4 2025.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.