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Sound View Wealth Advisors Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sound View Wealth Advisors 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 		$4.59M Sell
53,242
-122
-0.2% -$10.3K 0.28% 83
2026
Q1 		$3.88M Sell
53,364
-768
-1% -$59.7K 0.26% 87
2025
Q4 		$4.4M Sell
54,132
-1,014
-2% -$82.3K 0.3% 78
2025
Q3 		$4.41M Sell
55,146
-588
-1% -$44.9K 0.3% 77
2025
Q2 		$4.07M Sell
55,734
-972
-2% -$64K 0.3% 79
2025
Q1 		$3.5M Sell
56,706
-5,118
-8% -$345K 0.29% 78
2024
Q4 		$4.23M Buy
61,824
+5,514
+10% +$370K 0.34% 65
2024
Q3 		$3.6M Buy
56,310
+6,426
+13% +$398K 0.29% 79
2024
Q2 		$3.11M Buy
49,884
+900
+2% +$52.5K 0.32% 71
2024
Q1 		$2.81M Sell
48,984
-11,196
-19% -$616K 0.3% 77
2023
Q4 		$3.12M Buy
60,180
+4,410
+8% +$213K 0.34% 72
2023
Q3 		$2.53M Buy
55,770
+3,102
+6% +$147K 0.31% 78
2023
Q2 		$2.48M Sell
52,668
-1,698
-3% -$73.6K 0.33% 71
2023
Q1 		$2.26M Sell
54,366
-5,814
-10% -$226K 0.31% 79
2022
Q4 		$3.12M Buy
60,180
+26,688
+80% +$982K 0.34% 72
2022
Q3 		$1.19M Sell
33,492
-1,440
-4% -$57.9K 0.27% 95
2022
Q2 		$1.3M Sell
34,932
-1,950
-5% -$80.1K 0.27% 92
2022
Q1 		$1.77M Buy
36,882
+258
+0.7% +$12.2K 0.34% 79
2021
Q4 		$1.96M Sell
36,624
-2,676
-7% -$139K 0.37% 67
2021
Q3 		$1.9M Sell
39,300
-120
-0.3% -$5.97K 0.4% 60
2021
Q2 		$1.88M Sell
39,420
-858
-2% -$39K 0.4% 65
2021
Q1 		$1.73M Sell
40,278
-72
-0.2% -$3.08K 0.4% 70
2020
Q4 		$1.7M Buy
40,350
+72
+0.2% +$2.87K 0.42% 64
2020
Q3 		$1.53M Sell
40,278
-222
-0.5% -$8.2K 0.4% 68
2020
Q2 		$1.36M Sell
40,500
-4,416
-10% -$136K 0.38% 74
2020
Q1 		$1.17M Sell
44,916
-3,648
-8% -$109K 0.41% 73
2019
Q4 		$1.48M Sell
48,564
-4,908
-9% -$142K 0.42% 72
2019
Q3 		$1.48M Sell
53,472
-7,626
-12% -$212K 0.44% 71
2019
Q2 		$1.66M Buy
+61,098
New +$1.63M 0.49% 63

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Sound View Wealth Advisors Group's VUG Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.23% in Q2 2026, selling an estimated $10.3K and leaving 53,242 shares worth $4.59M. The position accounts for 0.28% of the portfolio, ranked #83.

Sound View Wealth Advisors Group first reported a position in VUG in Q2 2019 and has held it in 29 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Sound View Wealth Advisors Group held 53,242 shares of Vanguard Morningstar Growth ETF worth $4.59M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 122 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.3K.
  • Vanguard Morningstar Growth ETF made up 0.28% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #83 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.