Summit Financial’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 | $156M | Buy |
1,813,507
+109,093
| +6% | +$9.18M | 1.71% | 5 |
|
|
2026
Q1 | $124M | Buy |
1,704,414
+245,022
| +17% | +$19.1M | 1.58% | 5 |
|
|
2025
Q4 | $119M | Buy |
1,459,392
+63,654
| +5% | +$5.17M | 1.74% | 5 |
|
|
2025
Q3 | $112M | Sell |
1,395,738
-31,386
| -2% | -$2.4M | 1.7% | 7 |
|
|
2025
Q2 | $104M | Buy |
1,427,124
+47,430
| +3% | +$3.12M | 2.36% | 4 |
|
|
2025
Q1 | $85.3M | Buy |
1,379,694
+67,092
| +5% | +$4.52M | 2.39% | 3 |
|
|
2024
Q4 | $89.8M | Sell |
1,312,602
-30,894
| -2% | -$2.08M | 3.15% | 3 |
|
|
2024
Q3 | $86M | Sell |
1,343,496
-89,190
| -6% | -$5.53M | 3.37% | 3 |
|
|
2024
Q2 | $89.4M | Buy |
1,432,686
+364,176
| +34% | +$21.2M | 4.08% | 3 |
|
|
2024
Q1 | $61.3M | Sell |
1,068,510
-39,288
| -4% | -$2.16M | 3.63% | 4 |
|
|
2023
Q4 | $57.4M | Sell |
1,107,798
-12,498
| -1% | -$603K | 3.75% | 3 |
|
|
2023
Q3 | $50.8M | Sell |
1,120,296
-7,560
| -0.7% | -$357K | 3.75% | 3 |
|
|
2023
Q2 | $53.2M | Sell |
1,127,856
-108,882
| -9% | -$4.72M | 3.88% | 3 |
|
|
2023
Q1 | $51.4M | Buy |
1,236,738
+15,084
| +1% | +$587K | 4.49% | 3 |
|
|
2022
Q4 | $43.4M | Buy |
1,221,654
+19,044
| +2% | +$701K | 4.08% | 3 |
|
|
2022
Q3 | $42.9M | Buy |
1,202,610
+21,522
| +2% | +$865K | 4.06% | 3 |
|
|
2022
Q2 | $43.9M | Buy |
1,181,088
+26,700
| +2% | +$1.1M | 4.11% | 3 |
|
|
2022
Q1 | $55.3M | Buy |
1,154,388
+18,060
| +2% | +$854K | 4.32% | 3 |
|
|
2021
Q4 | $60.8M | Sell |
1,136,328
-2,610
| -0.2% | -$136K | 4.63% | 3 |
|
|
2021
Q3 | $55.1M | Buy |
1,138,938
+35,886
| +3% | +$1.79M | 4.73% | 3 |
|
|
2021
Q2 | $52.7M | Buy |
1,103,052
+7,758
| +0.7% | +$352K | 5.22% | 3 |
|
|
2021
Q1 | $46.9M | Buy |
1,095,294
+258
| +0% | +$11K | 6.19% | 3 |
|
|
2020
Q4 | $46.2M | Buy |
1,095,036
+22,572
| +2% | +$901K | 6.5% | 3 |
|
|
2020
Q3 | $40.7M | Sell |
1,072,464
-5,172
| -0.5% | -$191K | 6.73% | 3 |
|
|
2020
Q2 | $36.3M | Buy |
1,077,636
+1,054,116
| +4,482% | +$32.4M | 6.43% | 3 |
|
|
2020
Q1 | $614K | Buy |
23,520
+6,636
| +39% | +$199K | 0.14% | 22 |
|
|
2019
Q4 | $513K | Buy |
+16,884
| New | +$488K | 0.09% | 32 |
|
|
2019
Q3 | – | Sell |
-14,790
| Closed | -$404K | – | 40 |
|
|
2019
Q2 | $404K | Sell |
14,790
-864
| -6% | -$23.1K | 0.07% | 38 |
|
|
2019
Q1 | $409K | Hold |
15,654
| – | – | 0.07% | 43 |
|
|
2018
Q4 | $350K | Buy |
+15,654
| New | +$379K | 0.07% | 43 |
|
Other funds holding VUG
EWA
Summit Financial's VUG Position: Q2 2026 in Review
Summit Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.4% in Q2 2026, buying an estimated $9.18M and bringing the position to 1,813,507 shares worth $156M. The position accounts for 1.71% of the portfolio, ranked #5.
Summit Financial first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Summit Financial held 1,813,507 shares of Vanguard Morningstar Growth ETF worth $156M as of Q2 2026.
- Summit Financial bought 109,093 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.18M.
- Vanguard Morningstar Growth ETF made up 1.71% of Summit Financial's portfolio in Q2 2026, its #5 holding.
- Summit Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 30 quarters since.
- 2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.