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Sovran Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sovran 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 		$2.24M Sell
26,832
-135,768
-83% -$11.4M 0.17% 151
2026
Q1 		$2.25M Buy
162,600
+135,624
+503% +$10.6M 0.18% 140
2025
Q4 		$2.18M Buy
26,976
+3,930
+17% +$319K 0.19% 127
2025
Q3 		$1.91M Buy
23,046
+10,440
+83% +$798K 0.17% 138
2025
Q2 		$921K Sell
12,606
-1,266
-9% -$83.3K 0.1% 221
2025
Q1 		$814K Sell
13,872
-7,440
-35% -$502K 0.11% 211
2024
Q4 		$1.43M Buy
+21,312
New +$1.43M 0.2% 119

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

Sovran Advisors's VUG Position: Q2 2026 in Review

Sovran Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $11.4M and leaving 26,832 shares worth $2.24M. The position accounts for 0.17% of the portfolio, ranked #151.

Sovran Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q1 2026. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Sovran Advisors held 26,832 shares of Vanguard Morningstar Growth ETF worth $2.24M as of Q2 2026.
  • Sovran Advisors sold 135,768 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $11.4M.
  • Vanguard Morningstar Growth ETF made up 0.17% of Sovran Advisors's portfolio in Q2 2026, its #151 holding.
  • Sovran Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Vanguard Morningstar Growth ETF position peaked at $2.25M in Q1 2026.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.