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TCI Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

TCI Wealth 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
2026
Q2 		$1.32M Sell
15,311
-97
-0.6% -$8.16K 0.06% 92
2026
Q1 		$1.12M Buy
15,408
+144
+0.9% +$11.2K 0.06% 96
2025
Q4 		$1.24M Buy
15,264
+12
+0.1% +$974 0.07% 88
2025
Q3 		$1.22M Buy
15,252
+408
+3% +$31.2K 0.07% 94
2025
Q2 		$1.08M Sell
14,844
-264
-2% -$17.4K 0.07% 93
2025
Q1 		$934K Buy
15,108
+738
+5% +$49.8K 0.07% 88
2024
Q4 		$983K Sell
14,370
-1,200
-8% -$80.6K 0.08% 83
2024
Q3 		$996K Buy
15,570
+2,436
+19% +$151K 0.08% 87
2024
Q2 		$819K Sell
13,134
-258
-2% -$15K 0.08% 90
2024
Q1 		$768K Sell
13,392
-1,110
-8% -$61K 0.08% 94
2023
Q4 		$752K Buy
14,502
+4,092
+39% +$198K 0.08% 89
2023
Q3 		$473K Sell
10,410
-156
-1% -$7.37K 0.06% 111
2023
Q2 		$498K Buy
10,566
+336
+3% +$14.6K 0.06% 111
2023
Q1 		$425K Hold
10,230
– – 0.06% 119
2022
Q4 		$363K Hold
10,230
– – 0.05% 126
2022
Q3 		$365K Hold
10,230
– – 0.06% 110
2022
Q2 		$380K Sell
10,230
-210
-2% -$8.63K 0.06% 118
2022
Q1 		$500K Sell
10,440
-1,362
-12% -$64.4K 0.07% 101
2021
Q4 		$631K Sell
11,802
-13,080
-53% -$681K 0.09% 86
2021
Q3 		$1.2M Buy
24,882
+14,580
+142% +$726K 0.18% 54
2021
Q2 		$492K Buy
10,302
+1,140
+12% +$51.8K 0.08% 112
2021
Q1 		$393K Hold
9,162
– – 0.17% 116
2020
Q4 		$387K Buy
9,162
+6
+0.1% +$239 0.17% 110
2020
Q3 		$347K Buy
9,156
+480
+6% +$17.7K 0.14% 109
2020
Q2 		$292K Buy
8,676
+12
+0.1% +$369 0.12% 117
2020
Q1 		$226K Hold
8,664
– – 0.11% 131
2019
Q4 		$263K Buy
8,664
+2,262
+35% +$65.3K 0.1% 142
2019
Q3 		$177K Hold
6,402
– – 0.08% 157
2019
Q2 		$174K Hold
6,402
– – 0.08% 156
2019
Q1 		$167K Sell
6,402
-696
-10% -$17.2K 0.07% 174
2018
Q4 		$159K Buy
7,098
+696
+11% +$16.9K 0.08% 166
2018
Q3 		$172K Hold
6,402
– – 0.07% 165
2018
Q2 		$160K Hold
6,402
– – 0.07% 165
2018
Q1 		$151K Buy
6,402
+5,580
+679% +$136K 0.07% 168
2017
Q4 		$19K Hold
822
– – 0.01% 511
2017
Q3 		$18K Sell
822
-1,080
-57% -$23.5K 0.01% 481
2017
Q2 		$40K Hold
1,902
– – 0.02% 351
2017
Q1 		$39K Sell
1,902
-4,044
-68% -$79.8K 0.02% 335
2016
Q4 		$110K Hold
5,946
– – 0.06% 213
2016
Q3 		$111K Hold
5,946
– – 0.06% 198
2016
Q2 		$106K Buy
5,946
+3,924
+194% +$69.9K 0.06% 195
2016
Q1 		$36K Buy
2,022
+756
+60% +$12.7K 0.02% 347
2015
Q4 		$22K Hold
1,266
– – 0.01% 424
2015
Q3 		$21K Hold
1,266
– – 0.01% 395
2015
Q2 		$23K Hold
1,266
– – 0.01% 381
2015
Q1 		$22K Buy
+1,266
New +$22.5K 0.01% 345

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TCI Wealth Advisors's VUG Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.63% in Q2 2026, selling an estimated $8.16K and leaving 15,311 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #92.

TCI Wealth Advisors first reported a position in VUG in Q1 2015 and has held it in 46 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • TCI Wealth Advisors held 15,311 shares of Vanguard Morningstar Growth ETF worth $1.32M as of Q2 2026.
  • TCI Wealth Advisors sold 97 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.16K.
  • Vanguard Morningstar Growth ETF made up 0.06% of TCI Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • TCI Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2015 and has held it in 46 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.