Sittner & Nelson’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sittner & Nelson’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	$178K	Buy	2,064 +78	+4%	+$6.56K	0.06%	188
2026 Q1	$145K	Hold	1,986	–	–	0.05%	193
2025 Q4	$155K	Hold	1,986	–	–	0.05%	186
2025 Q3	$159K	Hold	1,986	–	–	0.06%	169
2025 Q2	$145K	Hold	1,986	–	–	0.06%	164
2025 Q1	$123K	Buy	1,986 +210	+12%	+$14.2K	0.05%	171
2024 Q4	$121K	Buy	1,776 +348	+24%	+$23.4K	0.05%	157
2024 Q3	$91.4K	Hold	1,428	–	–	0.04%	188
2024 Q2	$89K	Buy	1,428 +828	+138%	+$48.3K	0.04%	170
2024 Q1	$34.4K	Hold	600	–	–	0.02%	241
2023 Q4	$31.1K	Hold	600	–	–	0.02%	250
2023 Q3	$27.2K	Hold	600	–	–	0.02%	254
2023 Q2	$28.3K	Hold	600	–	–	0.02%	255
2023 Q1	$24.9K	Hold	600	–	–	0.01%	277
2022 Q4	$21.3K	Hold	600	–	–	0.01%	272
2022 Q3	$21K	Hold	600	–	–	0.01%	267
2022 Q2	$22K	Hold	600	–	–	0.01%	279
2022 Q1	$29K	Hold	600	–	–	0.02%	242
2021 Q4	$32K	Hold	600	–	–	0.02%	231
2021 Q3	$29K	Hold	600	–	–	0.02%	231
2021 Q2	$29K	Sell	600 -684	-53%	-$31.1K	0.02%	215
2021 Q1	$55K	Hold	1,284	–	–	0.04%	163
2020 Q4	$54K	Buy	+1,284	New	+$51.3K	0.05%	156

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

Sittner & Nelson's VUG Position: Q2 2026 in Review

Sittner & Nelson increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.9% in Q2 2026, buying an estimated $6.56K and bringing the position to 2,064 shares worth $178K. The position accounts for 0.06% of the portfolio, ranked #188.

Sittner & Nelson first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sittner & Nelson held 2,064 shares of Vanguard Morningstar Growth ETF worth $178K as of Q2 2026.
Sittner & Nelson bought 78 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $6.56K.
Vanguard Morningstar Growth ETF made up 0.06% of Sittner & Nelson's portfolio in Q2 2026, its #188 holding.
Sittner & Nelson first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.