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Southern Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Southern Capital 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 		$2.08M Buy
24,152
+176
+0.7% +$14.8K 0.87% 21
2026
Q1 		$1.75M Sell
23,976
-42
-0.2% -$3.27K 0.82% 24
2025
Q4 		$1.95M Buy
24,018
+162
+0.7% +$13.1K 0.9% 25
2025
Q3 		$1.91M Buy
23,856
+24
+0.1% +$1.83K 0.89% 26
2025
Q2 		$1.74M Hold
23,832
– – 0.89% 24
2025
Q1 		$1.47M Buy
23,832
+36
+0.2% +$2.43K 0.82% 25
2024
Q4 		$1.63M Buy
23,796
+30
+0.1% +$2.02K 0.9% 23
2024
Q3 		$1.52M Buy
23,766
+54
+0.2% +$3.35K 0.86% 25
2024
Q2 		$1.48M Hold
23,712
– – 0.91% 25
2024
Q1 		$1.36M Buy
23,712
+162
+0.7% +$8.91K 0.83% 27
2023
Q4 		$1.22M Sell
23,550
-240
-1% -$11.6K 0.87% 25
2023
Q3 		$1.08M Buy
23,790
+450
+2% +$21.3K 0.9% 24
2023
Q2 		$1.1M Sell
23,340
-102
-0.4% -$4.42K 0.84% 24
2023
Q1 		$974K Sell
23,442
-534
-2% -$20.8K 0.72% 29
2022
Q4 		$852K Buy
23,976
+48
+0.2% +$1.77K 0.66% 32
2022
Q3 		$853K Buy
23,928
+42
+0.2% +$1.69K 0.7% 29
2022
Q2 		$887K Buy
23,886
+30
+0.1% +$1.23K 0.7% 28
2022
Q1 		$1.14M Buy
23,856
+24
+0.1% +$1.14K 0.78% 23
2021
Q4 		$1.27M Buy
+23,832
New +$1.24M 0.79% 30

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

Southern Capital Advisors's VUG Position: Q2 2026 in Review

Southern Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.73% in Q2 2026, buying an estimated $14.8K and bringing the position to 24,152 shares worth $2.08M. The position accounts for 0.87% of the portfolio, ranked #21.

Southern Capital Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Southern Capital Advisors held 24,152 shares of Vanguard Morningstar Growth ETF worth $2.08M as of Q2 2026.
  • Southern Capital Advisors bought 176 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $14.8K.
  • Vanguard Morningstar Growth ETF made up 0.87% of Southern Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Southern Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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