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SNS Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

SNS Financial Group’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 		$22.9M Buy
266,157
+164,805
+163% +$13.9M 0.44% 71
2026
Q1 		$7.38M Sell
101,352
-2,424
-2% -$189K 0.64% 24
2025
Q4 		$8.44M Sell
103,776
-1,350
-1% -$110K 0.73% 24
2025
Q3 		$8.41M Sell
105,126
-1,776
-2% -$136K 0.73% 25
2025
Q2 		$7.82M Sell
106,902
-120
-0.1% -$7.9K 0.74% 24
2025
Q1 		$6.61M Sell
107,022
-8,010
-7% -$540K 0.67% 24
2024
Q4 		$7.87M Sell
115,032
-20,442
-15% -$1.37M 0.81% 22
2024
Q3 		$8.67M Sell
135,474
-14,166
-9% -$878K 0.87% 23
2024
Q2 		$9.34M Sell
149,640
-12,924
-8% -$754K 1% 21
2024
Q1 		$9.33M Sell
162,564
-5,838
-3% -$321K 1.02% 20
2023
Q4 		$8.73M Sell
168,402
-10,074
-6% -$486K 1.03% 20
2023
Q3 		$8.1M Sell
178,476
-3,948
-2% -$186K 1.07% 21
2023
Q2 		$8.6M Sell
182,424
-11,514
-6% -$499K 1.12% 22
2023
Q1 		$8.06M Sell
193,938
-13,092
-6% -$509K 1.06% 21
2022
Q4 		$7.35M Sell
207,030
-12,984
-6% -$478K 0.99% 22
2022
Q3 		$7.84M Buy
220,014
+3,396
+2% +$137K 1.13% 21
2022
Q2 		$8.05M Sell
216,618
-9,468
-4% -$389K 1.05% 22
2022
Q1 		$10.8M Sell
226,086
-17,064
-7% -$807K 1.2% 21
2021
Q4 		$13M Sell
243,150
-4,860
-2% -$253K 1.39% 17
2021
Q3 		$12M Sell
248,010
-7,926
-3% -$394K 1.44% 17
2021
Q2 		$12.2M Sell
255,936
-12,864
-5% -$584K 1.56% 15
2021
Q1 		$11.5M Sell
268,800
-24,258
-8% -$1.04M 1.54% 16
2020
Q4 		$12.4M Sell
293,058
-36,228
-11% -$1.45M 1.77% 14
2020
Q3 		$12.5M Sell
329,286
-55,056
-14% -$2.03M 1.96% 15
2020
Q2 		$12.9M Sell
384,342
-39,126
-9% -$1.2M 2.35% 13
2020
Q1 		$11.1M Sell
423,468
-67,782
-14% -$2.03M 2.12% 12
2019
Q4 		$14.9M Sell
491,250
-1,626
-0.3% -$47K 2.63% 12
2019
Q3 		$13.7M Sell
492,876
-2,736
-0.6% -$75.9K 2.6% 13
2019
Q2 		$13.5M Sell
495,612
-4,818
-1% -$129K 2.54% 12
2019
Q1 		$13M Buy
500,430
+28,524
+6% +$704K 2.87% 8
2018
Q4 		$10.6M Sell
471,906
-4,620
-1% -$112K 2.62% 9
2018
Q3 		$12.8M Buy
476,526
+14,148
+3% +$370K 3.07% 7
2018
Q2 		$11.5M Buy
462,378
+7,416
+2% +$182K 3.03% 8
2018
Q1 		$10.8M Buy
454,962
+46,434
+11% +$1.13M 2.93% 9
2017
Q4 		$9.58M Buy
408,528
+21,762
+6% +$500K 2.31% 11
2017
Q3 		$8.56M Buy
386,766
+46,872
+14% +$1.02M 2.19% 11
2017
Q2 		$7.2M Buy
339,894
+77,808
+30% +$1.63M 1.91% 12
2017
Q1 		$5.32M Buy
+262,086
New +$5.17M 1.37% 17

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SNS Financial Group's VUG Position: Q2 2026 in Review

SNS Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 163% in Q2 2026, buying an estimated $13.9M and bringing the position to 266,157 shares worth $22.9M. The position accounts for 0.44% of the portfolio, ranked #71.

SNS Financial Group first reported a position in VUG in Q1 2017 and has held it in 38 quarters since. 2,308 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • SNS Financial Group held 266,157 shares of Vanguard Morningstar Growth ETF worth $22.9M as of Q2 2026.
  • SNS Financial Group bought 164,805 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $13.9M.
  • Vanguard Morningstar Growth ETF made up 0.44% of SNS Financial Group's portfolio in Q2 2026, its #71 holding.
  • SNS Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 38 quarters since.
  • 2,308 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.