Silver Lake Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Silver Lake 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	$322K	Buy	3,739 +1	+0%	+$84	0.12%	95
2026 Q1	$272K	Sell	3,738 -31,638	-89%	-$2.46M	0.11%	95
2025 Q4	$2.88M	Sell	35,376 -288	-0.8%	-$23.4K	1.12%	33
2025 Q3	$2.85M	Sell	35,664 -348	-1%	-$26.6K	1.14%	33
2025 Q2	$2.63M	Sell	36,012 -732	-2%	-$48.2K	1.12%	34
2025 Q1	$2.27M	Buy	36,744 +498	+1%	+$33.6K	0.99%	39
2024 Q4	$2.48M	Buy	36,246 +204	+0.6%	+$13.7K	1.09%	37
2024 Q3	$2.31M	Buy	36,042 +762	+2%	+$47.2K	0.95%	41
2024 Q2	$2.2M	Buy	35,280 +30,264	+603%	+$1.76M	0.99%	39
2024 Q1	$288K	Buy	+5,016	New	+$276K	0.13%	86

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

Silver Lake Advisory's VUG Position: Q2 2026 in Review

Silver Lake Advisory increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.03% in Q2 2026, buying an estimated $84 and bringing the position to 3,739 shares worth $322K. The position accounts for 0.12% of the portfolio, ranked #95.

Silver Lake Advisory first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.88M in Q4 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Silver Lake Advisory held 3,739 shares of Vanguard Morningstar Growth ETF worth $322K as of Q2 2026.
Silver Lake Advisory bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.12% of Silver Lake Advisory's portfolio in Q2 2026, its #95 holding.
Silver Lake Advisory first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
Silver Lake Advisory's Vanguard Morningstar Growth ETF position peaked at $2.88M in Q4 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Silver Lake Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.