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

Stratos 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 		$2.56M Buy
29,724
+84
+0.3% +$7.07K 0.14% 144
2026
Q1 		$2.16M Buy
29,640
+354
+1% +$27.5K 0.13% 158
2025
Q4 		$2.38M Sell
29,286
-312,834
-91% -$25.4M 0.12% 193
2025
Q3 		$27.3M Sell
342,120
-11,256
-3% -$860K 1.31% 10
2025
Q2 		$25.8M Sell
353,376
-1,602
-0.5% -$105K 1.36% 9
2025
Q1 		$21.9M Sell
354,978
-31,458
-8% -$2.12M 1.2% 12
2024
Q4 		$26.4M Sell
386,436
-122,844
-24% -$8.25M 1.26% 10
2024
Q3 		$32.6M Buy
509,280
+97,290
+24% +$6.03M 1.49% 7
2024
Q2 		$25.7M Sell
411,990
-5,586
-1% -$326K 1.27% 9
2024
Q1 		$24M Buy
417,576
+3,822
+0.9% +$210K 1.42% 8
2023
Q4 		$21.4M Buy
413,754
+41,934
+11% +$2.02M 1.23% 9
2023
Q3 		$16.9M Buy
371,820
+35,592
+11% +$1.68M 1.11% 11
2023
Q2 		$15.9M Buy
336,228
+58,158
+21% +$2.52M 1.12% 10
2023
Q1 		$11.6M Buy
278,070
+1,158
+0.4% +$45K 0.89% 14
2022
Q4 		$9.84M Buy
276,912
+6,450
+2% +$237K 0.82% 15
2022
Q3 		$9.64M Buy
270,462
+50,058
+23% +$2.01M 1.01% 14
2022
Q2 		$8.19M Sell
220,404
-19,290
-8% -$792K 0.74% 19
2022
Q1 		$11.5M Sell
239,694
-264,156
-52% -$12.5M 0.93% 15
2021
Q4 		$26.9M Buy
503,850
+112,722
+29% +$5.87M 1.94% 3
2021
Q3 		$18.9M Buy
391,128
+118,368
+43% +$5.89M 1.62% 6
2021
Q2 		$13M Buy
272,760
+94,098
+53% +$4.27M 1.15% 11
2021
Q1 		$7.65M Buy
178,662
+68,892
+63% +$2.95M 0.81% 14
2020
Q4 		$4.63M Buy
109,770
+94,176
+604% +$3.76M 0.64% 38
2020
Q3 		$592K Buy
15,594
+552
+4% +$20.4K 0.14% 159
2020
Q2 		$507K Buy
15,042
+1,722
+13% +$53K 0.16% 144
2020
Q1 		$348K Sell
13,320
-3,654
-22% -$109K 0.25% 95
2019
Q4 		$515K Sell
16,974
-50,220
-75% -$1.45M 0.29% 73
2019
Q3 		$1.86M Buy
67,194
+40,728
+154% +$1.13M 0.71% 30
2019
Q2 		$721K Buy
26,466
+15,588
+143% +$416K 0.29% 83
2019
Q1 		$284K Sell
10,878
-118,230
-92% -$2.92M 0.15% 164
2018
Q4 		$2.89M Buy
+129,108
New +$3.13M 1.93% 9

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

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

Stratos Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.28% in Q2 2026, buying an estimated $7.07K and bringing the position to 29,724 shares worth $2.56M. The position accounts for 0.14% of the portfolio, ranked #144.

Stratos Wealth Advisors first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $32.6M in Q3 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Stratos Wealth Advisors held 29,724 shares of Vanguard Morningstar Growth ETF worth $2.56M as of Q2 2026.
  • Stratos Wealth Advisors bought 84 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.07K.
  • Vanguard Morningstar Growth ETF made up 0.14% of Stratos Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • Stratos Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Stratos Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $32.6M in Q3 2024.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.