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Slagle Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Slagle Financial’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 		$558K Buy
6,483
+603
+10% +$50.7K 0.17% 82
2026
Q1 		$428K Sell
5,880
-120
-2% -$9.34K 0.14% 84
2025
Q4 		$488K Sell
6,000
-6
-0.1% -$487 0.17% 81
2025
Q3 		$480K Sell
6,006
-12
-0.2% -$917 0.18% 80
2025
Q2 		$440K Sell
6,018
-1,638
-21% -$108K 0.18% 81
2025
Q1 		$473K Sell
7,656
-114
-1% -$7.69K 0.21% 69
2024
Q4 		$531K Hold
7,770
– – 0.24% 69
2024
Q3 		$497K Buy
7,770
+54
+0.7% +$3.35K 0.22% 71
2024
Q2 		$481K Sell
7,716
-192
-2% -$11.2K 0.25% 73
2024
Q1 		$454K Sell
7,908
-6,588
-45% -$362K 0.25% 72
2023
Q4 		$376K Buy
14,496
+6,948
+92% +$335K 0.22% 80
2023
Q3 		$343K Buy
7,548
+390
+5% +$18.4K 0.21% 80
2023
Q2 		$338K Buy
+7,158
New +$310K 0.21% 84

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Slagle Financial's VUG Position: Q2 2026 in Review

Slagle Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q2 2026, buying an estimated $50.7K and bringing the position to 6,483 shares worth $558K. The position accounts for 0.17% of the portfolio, ranked #82.

Slagle Financial first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Slagle Financial held 6,483 shares of Vanguard Morningstar Growth ETF worth $558K as of Q2 2026.
  • Slagle Financial bought 603 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $50.7K.
  • Vanguard Morningstar Growth ETF made up 0.17% of Slagle Financial's portfolio in Q2 2026, its #82 holding.
  • Slagle Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.