Stage Harbor Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stage Harbor Financial’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	$24.5M	Buy	284,550 +6,990	+3%	+$588K	14.16%	2
2026 Q1	$20.2M	Buy	277,560 +10,320	+4%	+$803K	13.4%	2
2025 Q4	$21.7M	Buy	267,240 +4,974	+2%	+$404K	14.65%	1
2025 Q3	$21M	Buy	262,266 +3,510	+1%	+$268K	15.34%	1
2025 Q2	$18.9M	Buy	258,756 +19,878	+8%	+$1.31M	15.36%	1
2025 Q1	$14.8M	Buy	238,878 +9,960	+4%	+$672K	12.5%	3
2024 Q4	$15.7M	Buy	228,918 +4,056	+2%	+$272K	13.63%	2
2024 Q3	$14.6M	Sell	224,862 -2,538	-1%	-$157K	13.27%	2
2024 Q2	$14.2M	Buy	227,400 +7,068	+3%	+$412K	13.69%	2
2024 Q1	$12.6M	Buy	220,332 +8,256	+4%	+$454K	11.49%	2
2023 Q4	$11M	Buy	+212,076	New	+$10.2M	10.59%	2

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

Stage Harbor Financial's VUG Position: Q2 2026 in Review

Stage Harbor Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, buying an estimated $588K and bringing the position to 284,550 shares worth $24.5M. The position accounts for 14.16% of the portfolio, ranked #2.

Stage Harbor Financial first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Stage Harbor Financial held 284,550 shares of Vanguard Morningstar Growth ETF worth $24.5M as of Q2 2026.
Stage Harbor Financial bought 6,990 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $588K.
Vanguard Morningstar Growth ETF made up 14.16% of Stage Harbor Financial's portfolio in Q2 2026, its #2 holding.
Stage Harbor Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.