Smith Thornton Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Smith Thornton 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	$455K	Hold	5,286	–	–	0.2%	92
2026 Q1	$385K	Hold	5,286	–	–	0.19%	100
2025 Q4	$430K	Hold	5,286	–	–	0.22%	94
2025 Q3	$423K	Hold	5,286	–	–	0.22%	90
2025 Q2	$386K	Hold	5,286	–	–	0.22%	95
2025 Q1	$327K	Hold	5,286	–	–	0.2%	106
2024 Q4	$362K	Hold	5,286	–	–	0.23%	99
2024 Q3	$338K	Hold	5,286	–	–	0.22%	103
2024 Q2	$330K	Buy	+5,286	New	+$308K	0.24%	98

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

Smith Thornton Advisors's VUG Position: Q2 2026 in Review

Smith Thornton Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 5,286 shares worth $455K. The position accounts for 0.2% of the portfolio, ranked #92.

Smith Thornton Advisors first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,891 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Smith Thornton Advisors held 5,286 shares of Vanguard Morningstar Growth ETF worth $455K as of Q2 2026.
Smith Thornton Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.2% of Smith Thornton Advisors's portfolio in Q2 2026, its #92 holding.
Smith Thornton Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,891 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.