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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
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

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. 2,877 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.
  • 2,877 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.