SFS
VUG icon

Sunrise Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sunrise Financial 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 		$102K Sell
1,188
-318
-21% -$26.8K 0.06% 85
2026
Q1 		$110K Buy
+1,506
New +$117K 0.08% 80

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Sunrise Financial Services's VUG Position: Q2 2026 in Review

Sunrise Financial Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q2 2026, selling an estimated $26.8K and leaving 1,188 shares worth $102K. The position accounts for 0.06% of the portfolio, ranked #85.

Sunrise Financial Services first reported a position in VUG in Q1 2026 and has held it in 2 quarters since. The position peaked at $110K in Q1 2026. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Sunrise Financial Services held 1,188 shares of Vanguard Morningstar Growth ETF worth $102K as of Q2 2026.
  • Sunrise Financial Services sold 318 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $26.8K.
  • Vanguard Morningstar Growth ETF made up 0.06% of Sunrise Financial Services's portfolio in Q2 2026, its #85 holding.
  • Sunrise Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Sunrise Financial Services's Vanguard Morningstar Growth ETF position peaked at $110K in Q1 2026.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.