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Strategies Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Strategies Wealth 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 		$142M Buy
1,649,735
+16,007
+1% +$1.35M 12.71% 3
2026
Q1 		$119M Buy
1,633,728
+60,828
+4% +$4.73M 11.95% 3
2025
Q4 		$128M Sell
1,572,900
-16,056
-1% -$1.3M 12.81% 3
2025
Q3 		$127M Sell
1,588,956
-60,558
-4% -$4.63M 13.21% 3
2025
Q2 		$121M Sell
1,649,514
-48,552
-3% -$3.2M 13.16% 3
2025
Q1 		$105M Buy
1,698,066
+3,174
+0.2% +$214K 12.82% 3
2024
Q4 		$119M Sell
1,694,892
-47,682
-3% -$3.2M 14.87% 1
2024
Q3 		$112M Sell
1,742,574
-71,370
-4% -$4.42M 14.91% 1
2024
Q2 		$113M Sell
1,813,944
-16,728
-0.9% -$976K 16.47% 1
2024
Q1 		$105M Buy
1,830,672
+43,098
+2% +$2.37M 16.16% 1
2023
Q4 		$92.6M Buy
1,787,574
+51,270
+3% +$2.47M 15.82% 1
2023
Q3 		$78.8M Buy
1,736,304
+62,106
+4% +$2.93M 15.48% 1
2023
Q2 		$79M Sell
1,674,198
-21,222
-1% -$920K 16.14% 1
2023
Q1 		$70.5M Buy
1,695,420
+142,620
+9% +$5.55M 15.51% 1
2022
Q4 		$55.2M Buy
+1,552,800
New +$57.1M 13.59% 1
2022
Q2 		$65.8M Buy
1,771,404
+200,082
+13% +$8.22M 18.88% 1
2022
Q1 		$75.3M Buy
1,571,322
+258,546
+20% +$12.2M 20.14% 1
2021
Q4 		$70.2M Buy
+1,312,776
New +$68.4M 19.7% 1

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

Strategies Wealth Advisors's VUG Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.98% in Q2 2026, buying an estimated $1.35M and bringing the position to 1,649,735 shares worth $142M. The position accounts for 12.71% of the portfolio, ranked #3.

Strategies Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Strategies Wealth Advisors held 1,649,735 shares of Vanguard Morningstar Growth ETF worth $142M as of Q2 2026.
  • Strategies Wealth Advisors bought 16,007 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.35M.
  • Vanguard Morningstar Growth ETF made up 12.71% of Strategies Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Strategies Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.