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Signature Estate & Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Signature Estate & Investment 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 		$478M Sell
5,553,529
-383,003
-6% -$32.2M 8.61% 1
2026
Q1 		$432M Sell
5,936,532
-218,700
-4% -$17M 8.75% 1
2025
Q4 		$500M Buy
6,155,232
+44,460
+0.7% +$3.61M 10.08% 2
2025
Q3 		$488M Sell
6,110,772
-26,430
-0.4% -$2.02M 10.42% 2
2025
Q2 		$448M Buy
6,137,202
+815,616
+15% +$53.7M 10.33% 2
2025
Q1 		$329M Buy
5,321,586
+167,322
+3% +$11.3M 8.66% 2
2024
Q4 		$353M Sell
5,154,264
-230,604
-4% -$15.5M 8.83% 2
2024
Q3 		$345M Buy
5,384,868
+1,071,954
+25% +$66.4M 7.95% 3
2024
Q2 		$269M Buy
4,312,914
+28,530
+0.7% +$1.66M 6.73% 4
2024
Q1 		$246M Buy
4,284,384
+357,006
+9% +$19.6M 6.95% 4
2023
Q4 		$203M Buy
3,927,378
+23,940
+0.6% +$1.16M 5.99% 5
2023
Q3 		$177M Sell
3,903,438
-169,764
-4% -$8.02M 5.99% 5
2023
Q2 		$192M Sell
4,073,202
-29,124
-0.7% -$1.26M 6.37% 4
2023
Q1 		$171M Buy
4,102,326
+430,200
+12% +$16.7M 5.98% 5
2022
Q4 		$130M Buy
3,672,126
+270,510
+8% +$9.95M 4.69% 6
2022
Q3 		$121M Buy
3,401,616
+5,484
+0.2% +$220K 5.7% 5
2022
Q2 		$126M Buy
3,396,132
+2,873,124
+549% +$118M 6.37% 4
2022
Q1 		$25.1M Buy
523,008
+22,734
+5% +$1.08M 1.15% 28
2021
Q4 		$26.8M Sell
500,274
-13,848
-3% -$721K 1.2% 28
2021
Q3 		$24.9M Sell
514,122
-18,948
-4% -$943K 1.22% 28
2021
Q2 		$25.5M Buy
533,070
+24,678
+5% +$1.12M 1.14% 29
2021
Q1 		$21.8M Buy
508,392
+5,886
+1% +$252K 1.06% 30
2020
Q4 		$21.2M Sell
502,506
-6,582
-1% -$263K 1.15% 30
2020
Q3 		$19.3M Sell
509,088
-65,190
-11% -$2.41M 1.2% 31
2020
Q2 		$19.3M Sell
574,278
-7,086
-1% -$218K 1.37% 30
2020
Q1 		$15.2M Buy
581,364
+35,316
+6% +$1.06M 1.21% 31
2019
Q4 		$16.6M Sell
546,048
-13,620
-2% -$393K 1.01% 32
2019
Q3 		$15.5M Sell
559,668
-6,444
-1% -$179K 1.03% 30
2019
Q2 		$15.4M Buy
566,112
+18,432
+3% +$492K 1.02% 32
2019
Q1 		$14.3M Buy
547,680
+7,326
+1% +$181K 0.96% 32
2018
Q4 		$12.1M Buy
540,354
+13,446
+3% +$326K 1.07% 32
2018
Q3 		$14.1M Buy
526,908
+9,720
+2% +$254K 1.27% 29
2018
Q2 		$12.9M Sell
517,188
-165,960
-24% -$4.07M 1.22% 30
2018
Q1 		$16.2M Buy
683,148
+28,008
+4% +$683K 1.63% 27
2017
Q4 		$15.4M Buy
655,140
+18,912
+3% +$434K 1.57% 30
2017
Q3 		$14.1M Buy
636,228
+27,324
+4% +$594K 1.57% 29
2017
Q2 		$12.9M Buy
608,904
+68,160
+13% +$1.43M 1.53% 30
2017
Q1 		$11M Buy
540,744
+62,502
+13% +$1.23M 1.37% 31
2016
Q4 		$8.89M Buy
478,242
+28,056
+6% +$519K 1.23% 31
2016
Q3 		$8.43M Buy
450,186
+26,382
+6% +$491K 1.23% 33
2016
Q2 		$7.57M Buy
423,804
+38,352
+10% +$683K 1.21% 31
2016
Q1 		$6.84M Buy
385,452
+71,220
+23% +$1.19M 1.12% 32
2015
Q4 		$5.57M Buy
+314,232
New +$5.63M 0.96% 35

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Signature Estate & Investment Advisors's VUG Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.5% in Q2 2026, selling an estimated $32.2M and leaving 5,553,529 shares worth $478M. The position accounts for 8.61% of the portfolio, ranked #1.

Signature Estate & Investment Advisors first reported a position in VUG in Q4 2015 and has held it in 43 quarters since. The position peaked at $500M in Q4 2025. 2,038 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Signature Estate & Investment Advisors held 5,553,529 shares of Vanguard Morningstar Growth ETF worth $478M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 383,003 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $32.2M.
  • Vanguard Morningstar Growth ETF made up 8.61% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • Signature Estate & Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $500M in Q4 2025.
  • 2,038 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.