Tarbox Family Office’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tarbox Family Office’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	$451K	Sell	5,232 -240	-4%	-$20.2K	0.06%	75
2026 Q1	$398K	Hold	5,472	–	–	0.06%	74
2025 Q4	$445K	Hold	5,472	–	–	0.07%	73
2025 Q3	$437K	Hold	5,472	–	–	0.06%	82
2025 Q2	$400K	Buy	+5,472	New	+$360K	0.06%	80
2020 Q1	–	Sell	-270	Closed	-$8K	–	1341
2019 Q4	$8K	Hold	270	–	–	﹤0.01%	422
2019 Q3	$7K	Buy	+270	New	+$7.49K	﹤0.01%	404
2014 Q2	–	Sell	-4,482	Closed	-$70K	–	537
2014 Q1	$70K	Hold	4,482	–	–	0.06%	95
2013 Q4	$70K	Buy	+4,482	New	+$66.2K	0.06%	107

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

Tarbox Family Office's VUG Position: Q2 2026 in Review

Tarbox Family Office reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.4% in Q2 2026, selling an estimated $20.2K and leaving 5,232 shares worth $451K. The position accounts for 0.06% of the portfolio, ranked #75.

Tarbox Family Office first reported a position in VUG in Q4 2013 and has held it in 9 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Tarbox Family Office held 5,232 shares of Vanguard Morningstar Growth ETF worth $451K as of Q2 2026.
Tarbox Family Office sold 240 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $20.2K.
Vanguard Morningstar Growth ETF made up 0.06% of Tarbox Family Office's portfolio in Q2 2026, its #75 holding.
Tarbox Family Office first reported a position in Vanguard Morningstar Growth ETF in Q4 2013 and has held it in 9 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.