Sightline Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sightline Wealth 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	$12.6M	Buy	146,349 +1,713	+1%	+$144K	4.61%	6
2026 Q1	$10.5M	Buy	144,636 +12,930	+10%	+$1.01M	4.46%	6
2025 Q4	$10.7M	Buy	131,706 +7,836	+6%	+$636K	4.56%	6
2025 Q3	$9.9M	Buy	123,870 +5,280	+4%	+$403K	4.47%	7
2025 Q2	$8.67M	Buy	118,590 +2,586	+2%	+$170K	4.18%	7
2025 Q1	$7.17M	Buy	116,004 +11,976	+12%	+$807K	3.78%	7
2024 Q4	$7.12M	Sell	104,028 -2,700	-3%	-$181K	3.84%	7
2024 Q3	$6.83M	Buy	106,728 +2,760	+3%	+$171K	3.76%	7
2024 Q2	$6.48M	Buy	103,968 +9,498	+10%	+$554K	4.03%	7
2024 Q1	$5.42M	Buy	94,470 +15,564	+20%	+$856K	3.57%	7
2023 Q4	$4.09M	Buy	78,906 +15,570	+25%	+$752K	3.11%	8
2023 Q3	$2.87M	Buy	63,336 +9,990	+19%	+$472K	2.68%	10
2023 Q2	$2.22M	Hold	53,346	–	–	2.2%	12
2023 Q1	$2.22M	Buy	53,346 +35,430	+198%	+$1.38M	2.27%	12
2022 Q4	$636K	Buy	+17,916	New	+$659K	0.69%	27

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

Sightline Wealth Advisors's VUG Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q2 2026, buying an estimated $144K and bringing the position to 146,349 shares worth $12.6M. The position accounts for 4.61% of the portfolio, ranked #6.

Sightline Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sightline Wealth Advisors held 146,349 shares of Vanguard Morningstar Growth ETF worth $12.6M as of Q2 2026.
Sightline Wealth Advisors bought 1,713 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $144K.
Vanguard Morningstar Growth ETF made up 4.61% of Sightline Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Sightline Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.