Teamwork Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Teamwork Financial 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	–	Sell	-3,720	Closed	-$271K	–	239
2026 Q1	$271K	Buy	+3,720	New	+$289K	0.03%	187
2025 Q1	–	Sell	-3,996	Closed	-$273K	–	203
2024 Q4	$273K	Buy	3,996 +516	+15%	+$34.7K	0.04%	140
2024 Q3	$223K	Buy	3,480 +192	+6%	+$11.9K	0.03%	146
2024 Q2	$205K	Buy	+3,288	New	+$192K	0.03%	130
2024 Q1	–	Sell	-4,062	Closed	-$210K	–	205
2023 Q4	$210K	Buy	+4,062	New	+$196K	0.04%	175

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 22.9% 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

Teamwork Financial Advisors's VUG Position: Q2 2026 in Review

Teamwork Financial Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 3,720 shares — an estimated $271K sold.

Teamwork Financial Advisors first reported a position in VUG in Q4 2023 and held it in 5 quarters. The position peaked at $273K in Q4 2024. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Teamwork Financial Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
Teamwork Financial Advisors sold 3,720 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $271K.
Teamwork Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 5 quarters.
Teamwork Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $273K in Q4 2024.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.