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Thoroughbred Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Thoroughbred Financial Services’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 		$4.57M Buy
53,014
+2,836
+6% +$239K 0.22% 98
2026
Q1 		$3.65M Sell
50,178
-516
-1% -$40.1K 0.22% 100
2025
Q4 		$4.12M Buy
50,694
+4,644
+10% +$377K 0.24% 83
2025
Q3 		$3.68M Buy
46,050
+1,008
+2% +$77K 0.23% 97
2025
Q2 		$3.29M Buy
45,042
+546
+1% +$35.9K 0.23% 94
2025
Q1 		$2.75M Buy
44,496
+3,702
+9% +$250K 0.17% 132
2024
Q4 		$2.79M Buy
40,794
+666
+2% +$44.7K 0.17% 117
2024
Q3 		$2.57M Buy
40,128
+5,346
+15% +$331K 0.17% 121
2024
Q2 		$2.17M Sell
34,782
-6
-0% -$350 0.15% 138
2024
Q1 		$2M Sell
34,788
-1,824
-5% -$100K 0.19% 110
2023
Q4 		$1.9M Sell
36,612
-2,634
-7% -$127K 0.15% 137
2023
Q3 		$1.78M Buy
39,246
+3,438
+10% +$162K 0.17% 127
2023
Q2 		$1.69M Buy
35,808
+270
+0.8% +$11.7K 0.22% 105
2023
Q1 		$1.48M Buy
35,538
+5,088
+17% +$198K 0.22% 115
2022
Q4 		$1.08M Buy
30,450
+5,232
+21% +$192K 0.18% 141
2022
Q3 		$899K Buy
25,218
+864
+4% +$34.7K 0.17% 140
2022
Q2 		$904K Buy
24,354
+3,492
+17% +$143K 0.17% 149
2022
Q1 		$1M Buy
20,862
+4,326
+26% +$205K 0.16% 148
2021
Q4 		$884K Buy
16,536
+4,128
+33% +$215K 0.19% 127
2021
Q3 		$600K Buy
12,408
+246
+2% +$12.2K 0.15% 148
2021
Q2 		$581K Sell
12,162
-24
-0.2% -$1.09K 0.15% 150
2021
Q1 		$522K Sell
12,186
-16,956
-58% -$725K 0.15% 158
2020
Q4 		$1.23M Buy
29,142
+12,630
+76% +$504K 0.38% 66
2020
Q3 		$626K Sell
16,512
-1,884
-10% -$69.6K 0.24% 114
2020
Q2 		$620K Buy
18,396
+1,920
+12% +$59.1K 0.26% 105
2020
Q1 		$430K Buy
16,476
+7,092
+76% +$212K 0.15% 150
2019
Q4 		$285K Buy
9,384
+180
+2% +$5.2K 0.09% 199
2019
Q3 		$255K Buy
+9,204
New +$255K 0.1% 199
2019
Q2 		– Sell
-8,364
Closed -$218K – 249
2019
Q1 		$218K Buy
+8,364
New +$206K 0.09% 212

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

Thoroughbred Financial Services's VUG Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.7% in Q2 2026, buying an estimated $239K and bringing the position to 53,014 shares worth $4.57M. The position accounts for 0.22% of the portfolio, ranked #98.

Thoroughbred Financial Services first reported a position in VUG in Q1 2019 and has held it in 29 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Thoroughbred Financial Services held 53,014 shares of Vanguard Morningstar Growth ETF worth $4.57M as of Q2 2026.
  • Thoroughbred Financial Services bought 2,836 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $239K.
  • Vanguard Morningstar Growth ETF made up 0.22% of Thoroughbred Financial Services's portfolio in Q2 2026, its #98 holding.
  • Thoroughbred Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.