Strategic Advocates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Strategic Advocates’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	$43.9K	Hold	510	–	–	0.17%	90
2026 Q1	$37.1K	Sell	510 -27,702	-98%	-$2.16M	0.16%	93
2025 Q4	$2.31M	Buy	28,212 +180	+0.6%	+$14.6K	0.59%	29
2025 Q3	$2.24M	Hold	28,032	–	–	0.58%	29
2025 Q2	$2.05M	Hold	28,032	–	–	0.61%	31
2025 Q1	$1.73M	Sell	28,032 -402	-1%	-$27.1K	0.6%	31
2024 Q4	$1.95M	Sell	28,434 -564	-2%	-$37.9K	0.66%	27
2024 Q3	$1.86M	Sell	28,998 -1,140	-4%	-$70.7K	0.66%	27
2024 Q2	$1.88M	Sell	30,138 -1,740	-5%	-$101K	0.75%	25
2024 Q1	$1.83M	Buy	31,878 +23,064	+262%	+$1.27M	0.7%	29
2023 Q4	$457K	Sell	8,814 -3,138	-26%	-$151K	0.19%	88
2023 Q3	$542K	Buy	+11,952	New	+$564K	0.26%	71

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

Strategic Advocates's VUG Position: Q2 2026 in Review

Strategic Advocates held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 510 shares worth $43.9K. The position accounts for 0.17% of the portfolio, ranked #90.

Strategic Advocates first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.31M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Strategic Advocates held 510 shares of Vanguard Morningstar Growth ETF worth $43.9K as of Q2 2026.
Strategic Advocates left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.17% of Strategic Advocates's portfolio in Q2 2026, its #90 holding.
Strategic Advocates first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
Strategic Advocates's Vanguard Morningstar Growth ETF position peaked at $2.31M in Q4 2025.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.