Summit Financial Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $58.5M | Buy |
679,485
+8,721
| +1% | +$734K | 7.49% | 3 |
|
|
2026
Q1 | $48.8M | Buy |
670,764
+10,656
| +2% | +$829K | 6.92% | 3 |
|
|
2025
Q4 | $53.7M | Sell |
660,108
-15,432
| -2% | -$1.25M | 7.68% | 3 |
|
|
2025
Q3 | $54.3M | Buy |
675,540
+1,986
| +0.3% | +$152K | 8.41% | 2 |
|
|
2025
Q2 | $49.2M | Buy |
673,554
+73,020
| +12% | +$4.81M | 8.83% | 2 |
|
|
2025
Q1 | $37.1M | Buy |
600,534
+2,904
| +0.5% | +$196K | 7.36% | 2 |
|
|
2024
Q4 | $41.3M | Sell |
597,630
-954
| -0.2% | -$64.1K | 8.07% | 2 |
|
|
2024
Q3 | $38.3M | Sell |
598,584
-5,412
| -0.9% | -$335K | 7.18% | 2 |
|
|
2024
Q2 | $37.7M | Sell |
603,996
-5,124
| -0.8% | -$299K | 7.63% | 3 |
|
|
2024
Q1 | $34.9M | Sell |
609,120
-110,148
| -15% | -$6.06M | 7.08% | 3 |
|
|
2023
Q4 | $37.3M | Sell |
719,268
-29,892
| -4% | -$1.44M | 8.46% | 2 |
|
|
2023
Q3 | $35.5M | Sell |
749,160
-16,728
| -2% | -$790K | 8.71% | 2 |
|
|
2023
Q2 | $36.1M | Buy |
765,888
+25,596
| +3% | +$1.11M | 8.35% | 2 |
|
|
2023
Q1 | $30.8M | Sell |
740,292
-29,796
| -4% | -$1.16M | 7.3% | 2 |
|
|
2022
Q4 | $27.4M | Sell |
770,088
-14,430
| -2% | -$531K | 6.6% | 2 |
|
|
2022
Q3 | $28.7M | Sell |
784,518
-37,830
| -5% | -$1.52M | 8.24% | 1 |
|
|
2022
Q2 | $32.7M | Sell |
822,348
-59,472
| -7% | -$2.44M | 7.82% | 2 |
|
|
2022
Q1 | $42.3M | Buy |
881,820
+28,200
| +3% | +$1.33M | 8.54% | 2 |
|
|
2021
Q4 | $45.4M | Buy |
853,620
+15,234
| +2% | +$794K | 8.79% | 2 |
|
|
2021
Q3 | $40.5M | Sell |
838,386
-10,194
| -1% | -$507K | 9.19% | 1 |
|
|
2021
Q2 | $40.6M | Sell |
848,580
-9,078
| -1% | -$412K | 9.16% | 1 |
|
|
2021
Q1 | $36.2M | Sell |
857,658
-600
| -0.1% | -$25.7K | 9.22% | 1 |
|
|
2020
Q4 | $32.6M | Buy |
858,258
+8,640
| +1% | +$345K | 8.88% | 1 |
|
|
2020
Q3 | $31.4M | Sell |
849,618
-222,636
| -21% | -$8.22M | 8.37% | 1 |
|
|
2020
Q2 | $37.7M | Buy |
1,072,254
+21,030
| +2% | +$647K | 10.04% | 1 |
|
|
2020
Q1 | $28.3M | Buy |
1,051,224
+265,476
| +34% | +$7.95M | 8.91% | 2 |
|
|
2019
Q4 | $24.6M | Buy |
785,748
+6,552
| +0.8% | +$189K | 5.97% | 3 |
|
|
2019
Q3 | $21.7M | Sell |
779,196
-510
| -0.1% | -$14.2K | 5.33% | 4 |
|
|
2019
Q2 | $21.2M | Buy |
779,706
+64,212
| +9% | +$1.72M | 5.2% | 4 |
|
|
2019
Q1 | $19M | Buy |
715,494
+5,964
| +0.8% | +$147K | 5.02% | 3 |
|
|
2018
Q4 | $15.9M | Buy |
709,530
+654
| +0.1% | +$15.8K | 5.15% | 3 |
|
|
2018
Q3 | $17.7M | Sell |
708,876
-6,138
| -0.9% | -$161K | 5.29% | 3 |
|
|
2018
Q2 | $16.9M | Sell |
715,014
-1,230
| -0.2% | -$30.2K | 5.65% | 2 |
|
|
2018
Q1 | $16.9M | Buy |
716,244
+6,228
| +0.9% | +$152K | 5.57% | 2 |
|
|
2017
Q4 | $16.6M | Buy |
710,016
+13,698
| +2% | +$314K | 5.72% | 2 |
|
|
2017
Q3 | $15.4M | Buy |
696,318
+58,608
| +9% | +$1.27M | 5.6% | 3 |
|
|
2017
Q2 | $13.5M | Buy |
637,710
+161,706
| +34% | +$3.39M | 5.34% | 3 |
|
|
2017
Q1 | $9.65M | Buy |
476,004
+55,092
| +13% | +$1.09M | 4.22% | 3 |
|
|
2016
Q4 | $7.82M | Sell |
420,912
-1,224
| -0.3% | -$22.6K | 3.44% | 3 |
|
|
2016
Q3 | $7.9M | Buy |
422,136
+244,464
| +138% | +$4.55M | 3.42% | 4 |
|
|
2016
Q2 | $3.17M | Buy |
+177,672
| New | +$3.16M | 1.33% | 27 |
|
|
2015
Q4 | – | Sell |
-12,150
| Closed | -$203K | – | 214 |
|
|
2015
Q3 | $203K | Hold |
12,150
| – | – | 0.13% | 76 |
|
|
2015
Q2 | $216K | Buy |
12,150
+300
| +3% | +$5.45K | 0.13% | 80 |
|
|
2015
Q1 | $214K | Hold |
11,850
| – | – | 0.14% | 67 |
|
|
2014
Q4 | $206K | Buy |
+11,850
| New | +$201K | 0.14% | 67 |
|
Other funds holding VUG
EWA
Summit Financial Wealth Advisors's VUG Position: Q2 2026 in Review
Summit Financial Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, buying an estimated $734K and bringing the position to 679,485 shares worth $58.5M. The position accounts for 7.49% of the portfolio, ranked #3.
Summit Financial Wealth Advisors first reported a position in VUG in Q4 2014 and has held it in 45 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Summit Financial Wealth Advisors held 679,485 shares of Vanguard Morningstar Growth ETF worth $58.5M as of Q2 2026.
- Summit Financial Wealth Advisors bought 8,721 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $734K.
- Vanguard Morningstar Growth ETF made up 7.49% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #3 holding.
- Summit Financial Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 45 quarters since.
- 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.