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

Summit Investment Advisory Services’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	$3.02M	Sell	35,008 -2,312	-6%	-$195K	0.76%	18
2026 Q1	$2.72M	Sell	37,320 -144	-0.4%	-$11.2K	1.01%	15
2025 Q4	$3.05M	Buy	37,464 +108	+0.3%	+$8.77K	1.15%	13
2025 Q3	$2.99M	Buy	37,356 +1,344	+4%	+$103K	1.19%	13
2025 Q2	$2.63M	Hold	36,012	–	–	1.14%	13
2025 Q1	$2.23M	Sell	36,012 -918	-2%	-$61.9K	1.09%	15
2024 Q4	$2.53M	Buy	36,930 +6	+0%	+$403	1.3%	13
2024 Q3	$2.36M	Buy	+36,924	New	+$2.29M	1.25%	14
2024 Q2	–	Sell	-37,836	Closed	-$2.17M	–	95
2024 Q1	$2.17M	Buy	37,836 +12	+0%	+$660	1.29%	13
2023 Q4	$1.96M	Sell	37,824 -1,356	-3%	-$65.5K	1.23%	14
2023 Q3	$1.78M	Sell	39,180 -2,604	-6%	-$123K	1.32%	13
2023 Q2	$1.97M	Sell	41,784 -2,334	-5%	-$101K	1.3%	13
2023 Q1	$1.83M	Buy	44,118 +18	+0%	+$700	1.31%	13
2022 Q4	$1.57M	Buy	+44,100	New	+$1.62M	1.9%	10

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Summit Investment Advisory Services's VUG Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.2% in Q2 2026, selling an estimated $195K and leaving 35,008 shares worth $3.02M. The position accounts for 0.76% of the portfolio, ranked #18.

Summit Investment Advisory Services first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.05M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Summit Investment Advisory Services held 35,008 shares of Vanguard Morningstar Growth ETF worth $3.02M as of Q2 2026.
Summit Investment Advisory Services sold 2,312 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $195K.
Vanguard Morningstar Growth ETF made up 0.76% of Summit Investment Advisory Services's portfolio in Q2 2026, its #18 holding.
Summit Investment Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's Vanguard Morningstar Growth ETF position peaked at $3.05M in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.