Stegner Investment Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stegner Investment Associates’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 Q1	–	Sell	-2,532	Closed	-$206K	–	32
2025 Q4	$206K	Sell	2,532 -750	-23%	-$60.9K	0.11%	29
2025 Q3	$262K	Hold	3,282	–	–	0.14%	29
2025 Q2	$240K	Sell	3,282 -288	-8%	-$19K	0.15%	24
2025 Q1	$221K	Hold	3,570	–	–	0.15%	26
2024 Q4	$244K	Buy	+3,570	New	+$240K	0.16%	26

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 22.9% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stegner Investment Associates's VUG Position: Q1 2026 in Review

Stegner Investment Associates sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 2,532 shares — an estimated $206K sold.

Stegner Investment Associates first reported a position in VUG in Q4 2024 and held it in 5 quarters. The position peaked at $262K in Q3 2025. 2,744 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Stegner Investment Associates reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
Stegner Investment Associates sold 2,532 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $206K.
Stegner Investment Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 5 quarters.
Stegner Investment Associates's Vanguard Morningstar Growth ETF position peaked at $262K in Q3 2025.
2,744 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Stegner Investment Associates's 13F filing for Q1 2026, filed 30 Apr 2026.