SFS
VUG icon

Summit Financial Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Summit Financial Strategies’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 		$1.23M Buy
14,297
+53
+0.4% +$4.46K 0.09% 67
2026
Q1 		$1.04M Sell
14,244
-1,038
-7% -$80.8K 0.08% 67
2025
Q4 		$1.24M Buy
15,282
+1,026
+7% +$83.3K 0.1% 62
2025
Q3 		$1.14M Sell
14,256
-2,208
-13% -$169K 0.1% 59
2025
Q2 		$1.2M Sell
16,464
-2,862
-15% -$188K 0.11% 58
2025
Q1 		$1.19M Sell
19,326
-6
-0% -$405 0.12% 54
2024
Q4 		$1.32M Sell
19,332
-2,004
-9% -$135K 0.15% 53
2024
Q3 		$1.37M Sell
21,336
-390
-2% -$24.2K 0.15% 48
2024
Q2 		$1.35M Buy
21,726
+4,896
+29% +$286K 0.17% 47
2024
Q1 		$965K Buy
16,830
+12
+0.1% +$660 0.13% 57
2023
Q4 		$871K Sell
16,818
-12
-0.1% -$579 0.13% 57
2023
Q3 		$764K Sell
16,830
-720
-4% -$34K 0.15% 53
2023
Q2 		$828K Buy
17,550
+762
+5% +$33K 0.15% 49
2023
Q1 		$698K Hold
16,788
– – 0.14% 55
2022
Q4 		$596K Buy
16,788
+480
+3% +$17.7K 0.13% 55
2022
Q3 		$582K Sell
16,308
-156
-0.9% -$6.27K 0.14% 54
2022
Q2 		$612K Sell
16,464
-228
-1% -$9.37K 0.14% 50
2022
Q1 		$800K Sell
16,692
-3,030
-15% -$143K 0.16% 44
2021
Q4 		$1.05M Buy
19,722
+8,652
+78% +$451K 0.2% 35
2021
Q3 		$535K Hold
11,070
– – 0.1% 61
2021
Q2 		$529K Buy
+11,070
New +$503K 0.1% 60
2021
Q1 		– Sell
-15,432
Closed -$652K – 85
2020
Q4 		$652K Hold
15,432
– – 0.22% 37
2020
Q3 		$585K Sell
15,432
-894
-5% -$33K 0.24% 33
2020
Q2 		$550K Buy
16,326
+6,144
+60% +$189K 0.24% 29
2020
Q1 		$266K Sell
10,182
-90
-0.9% -$2.7K 0.14% 48
2019
Q4 		$312K Buy
10,272
+432
+4% +$12.5K 0.15% 49
2019
Q3 		$273K Hold
9,840
– – 0.13% 47
2019
Q2 		$268K Hold
9,840
– – 0.13% 47
2019
Q1 		$257K Hold
9,840
– – 0.13% 47
2018
Q4 		$220K Sell
9,840
-1,062
-10% -$25.7K 0.12% 54
2018
Q3 		$293K Sell
10,902
-972
-8% -$25.4K 0.13% 37
2018
Q2 		$296K Hold
11,874
– – 0.14% 36
2018
Q1 		$281K Hold
11,874
– – 0.15% 38
2017
Q4 		$278K Sell
11,874
-1,776
-13% -$40.8K 0.15% 39
2017
Q3 		$302K Hold
13,650
– – 0.17% 33
2017
Q2 		$289K Buy
+13,650
New +$286K 0.17% 35
2017
Q1 		– Sell
-13,650
Closed -$254K – 45
2016
Q4 		$254K Hold
13,650
– – 0.17% 33
2016
Q3 		$255K Hold
13,650
– – 0.18% 31
2016
Q2 		$244K Hold
13,650
– – 0.18% 33
2016
Q1 		$242K Hold
13,650
– – 0.18% 36
2015
Q4 		$242K Hold
13,650
– – 0.19% 42
2015
Q3 		$228K Buy
13,650
+1,548
+13% +$27.4K 0.19% 43
2015
Q2 		$216K Hold
12,102
– – 0.17% 41
2015
Q1 		$211K Hold
12,102
– – 0.17% 40
2014
Q4 		$211K Buy
+12,102
New +$206K 0.17% 39

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Summit Financial Strategies's VUG Position: Q2 2026 in Review

Summit Financial Strategies increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.37% in Q2 2026, buying an estimated $4.46K and bringing the position to 14,297 shares worth $1.23M. The position accounts for 0.09% of the portfolio, ranked #67.

Summit Financial Strategies first reported a position in VUG in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.37M in Q3 2024. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Summit Financial Strategies held 14,297 shares of Vanguard Morningstar Growth ETF worth $1.23M as of Q2 2026.
  • Summit Financial Strategies bought 53 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.46K.
  • Vanguard Morningstar Growth ETF made up 0.09% of Summit Financial Strategies's portfolio in Q2 2026, its #67 holding.
  • Summit Financial Strategies first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 45 quarters since.
  • Summit Financial Strategies's Vanguard Morningstar Growth ETF position peaked at $1.37M in Q3 2024.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.