Smartleaf Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Smartleaf Asset Management’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	$4.58M	Sell	53,956 -269,780	-83%	-$22.7M	0.15%	117
2026 Q1	$22.7M	Buy	323,736 +59,754	+23%	+$4.65M	0.82%	20
2025 Q4	$21.6M	Buy	263,982 +159,618	+153%	+$13M	0.82%	21
2025 Q3	$8.32M	Buy	104,364 +20,430	+24%	+$1.56M	0.51%	36
2025 Q2	$6.11M	Sell	83,934 -9,612	-10%	-$633K	0.54%	36
2025 Q1	$5.78M	Buy	93,546 +43,398	+87%	+$2.93M	0.56%	34
2024 Q4	$3.46M	Buy	50,148 +11,172	+29%	+$751K	0.35%	52
2024 Q3	$2.48M	Buy	38,976 +600	+2%	+$37.2K	0.3%	76
2024 Q2	$2.41M	Buy	38,376 +12,414	+48%	+$724K	0.4%	48
2024 Q1	$1.49M	Buy	25,962 +21,978	+552%	+$1.21M	0.29%	79
2023 Q4	$65.9K	Buy	+3,984	New	+$192K	0.02%	492

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

Smartleaf Asset Management's VUG Position: Q2 2026 in Review

Smartleaf Asset Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $22.7M and leaving 53,956 shares worth $4.58M. The position accounts for 0.15% of the portfolio, ranked #117.

Smartleaf Asset Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.7M in Q1 2026. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Smartleaf Asset Management held 53,956 shares of Vanguard Morningstar Growth ETF worth $4.58M as of Q2 2026.
Smartleaf Asset Management sold 269,780 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $22.7M.
Vanguard Morningstar Growth ETF made up 0.15% of Smartleaf Asset Management's portfolio in Q2 2026, its #117 holding.
Smartleaf Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Vanguard Morningstar Growth ETF position peaked at $22.7M in Q1 2026.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.