Spurstone Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Spurstone Advisory Services’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	$3.1K	Buy	+36	New	+$3.03K	0.04%	56
2026 Q1	–	Sell	-24	Closed	-$1.95K	–	100
2025 Q4	$1.95K	Hold	24	–	–	0.03%	61
2025 Q3	$1.92K	Hold	24	–	–	0.03%	79
2025 Q2	$1.75K	Hold	24	–	–	0.03%	104
2025 Q1	$1.48K	Hold	24	–	–	0.03%	70
2024 Q4	$1.64K	Buy	+24	New	+$1.61K	0.03%	61

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

Spurstone Advisory Services's VUG Position: Q2 2026 in Review

Spurstone Advisory Services opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 36 shares worth $3.1K. The stake represents 0.04% of the portfolio and ranks #56 among its holdings. This is a return to the name: Spurstone Advisory Services previously reported a position in VUG as recently as Q4 2025.

Spurstone Advisory Services first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Spurstone Advisory Services held 36 shares of Vanguard Morningstar Growth ETF worth $3.1K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Spurstone Advisory Services position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.04% of Spurstone Advisory Services's portfolio in Q2 2026, its #56 holding.
Spurstone Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.