SSA
VUG icon

Sierra Summit Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sierra Summit 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 		$233K Sell
2,704
-1,244
-32% -$105K 0.03% 178
2026
Q1 		$288K Sell
3,948
-2,646
-40% -$206K 0.04% 167
2025
Q4 		$536K Buy
6,594
+102
+2% +$8.28K 0.08% 148
2025
Q3 		$519K Sell
6,492
-2,988
-32% -$228K 0.08% 151
2025
Q2 		$693K Sell
9,480
-396
-4% -$26.1K 0.12% 123
2025
Q1 		$610K Buy
9,876
+384
+4% +$25.9K 0.13% 121
2024
Q4 		$649K Sell
9,492
-600
-6% -$40.3K 0.13% 87
2024
Q3 		$646K Sell
10,092
-4,908
-33% -$304K 0.15% 84
2024
Q2 		$935K Sell
15,000
-1,470
-9% -$85.7K 0.23% 57
2024
Q1 		$945K Sell
16,470
-1,194
-7% -$65.7K 0.26% 52
2023
Q4 		$915K Buy
+17,664
New +$853K 0.27% 57

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Sierra Summit Advisors's VUG Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q2 2026, selling an estimated $105K and leaving 2,704 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #178.

Sierra Summit Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $945K in Q1 2024. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Sierra Summit Advisors held 2,704 shares of Vanguard Morningstar Growth ETF worth $233K as of Q2 2026.
  • Sierra Summit Advisors sold 1,244 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $105K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Sierra Summit Advisors's portfolio in Q2 2026, its #178 holding.
  • Sierra Summit Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Sierra Summit Advisors's Vanguard Morningstar Growth ETF position peaked at $945K in Q1 2024.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.