Sierra Ocean’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sierra Ocean’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	$916K	Sell	10,638 -66	-0.6%	-$5.55K	0.63%	21
2026 Q1	$779K	Buy	10,704 +66	+0.6%	+$5.13K	0.64%	21
2025 Q4	$865K	Hold	10,638	–	–	0.72%	21
2025 Q3	$850K	Hold	10,638	–	–	0.71%	21
2025 Q2	$777K	Hold	10,638	–	–	0.56%	20
2025 Q1	$658K	Hold	10,638	–	–	0.52%	20
2024 Q4	$728K	Buy	+10,638	New	+$715K	0.59%	20

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

Sierra Ocean's VUG Position: Q2 2026 in Review

Sierra Ocean reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.62% in Q2 2026, selling an estimated $5.55K and leaving 10,638 shares worth $916K. The position accounts for 0.63% of the portfolio, ranked #21.

Sierra Ocean first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sierra Ocean held 10,638 shares of Vanguard Morningstar Growth ETF worth $916K as of Q2 2026.
Sierra Ocean sold 66 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.55K.
Vanguard Morningstar Growth ETF made up 0.63% of Sierra Ocean's portfolio in Q2 2026, its #21 holding.
Sierra Ocean first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.