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Summit Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Summit Investment 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
2025
Q2 		$235K Buy
3,168
+6
+0.2% +$395 0.19% 53
2025
Q1 		$202K Hold
3,162
– – 0.18% 55
2024
Q4 		$225K Buy
+3,162
New +$212K 0.2% 50

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Summit Investment Advisors's VUG Position: Q2 2025 in Review

Summit Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.19% in Q2 2025, buying an estimated $395 and bringing the position to 3,168 shares worth $235K. The position accounts for 0.19% of the portfolio, ranked #53.

Summit Investment Advisors first reported a position in VUG in Q4 2024 and has held it in 3 quarters since. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Summit Investment Advisors held 3,168 shares of Vanguard Morningstar Growth ETF worth $235K as of Q2 2025.
  • Summit Investment Advisors bought 6 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $395.
  • Vanguard Morningstar Growth ETF made up 0.19% of Summit Investment Advisors's portfolio in Q2 2025, its #53 holding.
  • Summit Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.