Taylor Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Taylor Financial Group’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	$28.5M	Sell	331,273 -32,651	-9%	-$2.75M	15.69%	1
2026 Q1	$26.5M	Sell	363,924 -4,176	-1%	-$325K	16.06%	1
2025 Q4	$29.9M	Sell	368,100 -3,534	-1%	-$287K	17.59%	1
2025 Q3	$29.7M	Sell	371,634 -4,284	-1%	-$327K	17.09%	1
2025 Q2	$27.5M	Buy	375,918 +14,076	+4%	+$927K	17.15%	1
2025 Q1	$22.4M	Buy	361,842 +4,116	+1%	+$278K	15.56%	1
2024 Q4	$24.5M	Sell	357,726 -3,846	-1%	-$258K	16.95%	1
2024 Q3	$23.1M	Sell	361,572 -1,686	-0.5%	-$105K	15.99%	1
2024 Q2	$22.6M	Buy	363,258 +5,688	+2%	+$332K	17.4%	1
2024 Q1	$20.5M	Sell	357,570 -1,194	-0.3%	-$65.7K	15.62%	2
2023 Q4	$18.6M	Buy	+358,764	New	+$17.3M	15.29%	2

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

Taylor Financial Group's VUG Position: Q2 2026 in Review

Taylor Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9% in Q2 2026, selling an estimated $2.75M and leaving 331,273 shares worth $28.5M. The position accounts for 15.69% of the portfolio, ranked #1.

Taylor Financial Group first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.9M in Q4 2025. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Taylor Financial Group held 331,273 shares of Vanguard Morningstar Growth ETF worth $28.5M as of Q2 2026.
Taylor Financial Group sold 32,651 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.75M.
Vanguard Morningstar Growth ETF made up 15.69% of Taylor Financial Group's portfolio in Q2 2026, its #1 holding.
Taylor Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's Vanguard Morningstar Growth ETF position peaked at $29.9M in Q4 2025.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.