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Tectonic Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tectonic 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 		$2.34M Sell
27,136
-548
-2% -$46.1K 0.11% 101
2026
Q1 		$2.02M Buy
27,684
+468
+2% +$36.4K 0.11% 104
2025
Q4 		$2.21M Buy
27,216
+1,848
+7% +$150K 0.12% 102
2025
Q3 		$2.03M Buy
25,368
+372
+1% +$28.4K 0.11% 103
2025
Q2 		$1.83M Buy
24,996
+5,004
+25% +$329K 0.11% 109
2025
Q1 		$1.24M Sell
19,992
-3,390
-14% -$229K 0.08% 138
2024
Q4 		$1.6M Buy
23,382
+4,260
+22% +$286K 0.1% 119
2024
Q3 		$1.22M Buy
19,122
+1,326
+7% +$82.2K 0.08% 135
2024
Q2 		$1.11M Buy
17,796
+822
+5% +$47.9K 0.08% 137
2024
Q1 		$974K Sell
16,974
-48
-0.3% -$2.64K 0.07% 149
2023
Q4 		$882K Buy
17,022
+348
+2% +$16.8K 0.07% 147
2023
Q3 		$757K Buy
16,674
+114
+0.7% +$5.38K 0.07% 145
2023
Q2 		$781K Buy
16,560
+738
+5% +$32K 0.1% 141
2023
Q1 		$658K Buy
15,822
+3,972
+34% +$154K 0.09% 147
2022
Q4 		$421K Sell
11,850
-2,682
-18% -$98.7K 0.07% 177
2022
Q3 		$518K Buy
14,532
+978
+7% +$39.3K 0.1% 131
2022
Q2 		$504K Buy
13,554
+1,110
+9% +$45.6K 0.09% 127
2022
Q1 		$596K Buy
12,444
+1,764
+17% +$83.4K 0.1% 127
2021
Q4 		$571K Buy
10,680
+420
+4% +$21.9K 0.1% 125
2021
Q3 		$496K Sell
10,260
-2,154
-17% -$107K 0.1% 113
2021
Q2 		$593K Buy
12,414
+4,362
+54% +$198K 0.12% 103
2021
Q1 		$345K Buy
8,052
+1,872
+30% +$80.1K 0.09% 123
2020
Q4 		$261K Buy
+6,180
New +$247K 0.07% 137

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

Tectonic Advisors's VUG Position: Q2 2026 in Review

Tectonic Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2% in Q2 2026, selling an estimated $46.1K and leaving 27,136 shares worth $2.34M. The position accounts for 0.11% of the portfolio, ranked #101.

Tectonic Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Tectonic Advisors held 27,136 shares of Vanguard Morningstar Growth ETF worth $2.34M as of Q2 2026.
  • Tectonic Advisors sold 548 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $46.1K.
  • Vanguard Morningstar Growth ETF made up 0.11% of Tectonic Advisors's portfolio in Q2 2026, its #101 holding.
  • Tectonic Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.