Tidal Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tidal Investments’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	$7.24M	Buy	84,071 +34,721	+70%	+$2.92M	0.01%	817
2026 Q1	$3.59M	Sell	49,350 -120,324	-71%	-$9.36M	0.01%	937
2025 Q4	$13.8M	Buy	169,674 +86,232	+103%	+$7M	0.03%	382
2025 Q3	$6.67M	Buy	83,442 +13,440	+19%	+$1.03M	0.01%	528
2025 Q2	$5.12M	Buy	70,002 +34,326	+96%	+$2.26M	0.03%	453
2025 Q1	$2.2M	Buy	35,676 +1,890	+6%	+$127K	0.02%	660
2024 Q4	$2.31M	Buy	33,786 +2,436	+8%	+$164K	0.02%	647
2024 Q3	$2.01M	Sell	31,350 -2,472	-7%	-$153K	0.02%	647
2024 Q2	$2.11M	Buy	33,822 +16,482	+95%	+$961K	0.03%	533
2024 Q1	$995K	Buy	17,340 +11,640	+204%	+$640K	0.02%	876
2023 Q4	$295K	Buy	+5,700	New	+$275K	0.01%	1181

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 22.96% 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

Tidal Investments's VUG Position: Q2 2026 in Review

Tidal Investments increased its Vanguard Morningstar Growth ETF (VUG) stake by 70% in Q2 2026, buying an estimated $2.92M and bringing the position to 84,071 shares worth $7.24M. The position accounts for 0.01% of the portfolio, ranked #817.

Tidal Investments first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q4 2025. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Tidal Investments held 84,071 shares of Vanguard Morningstar Growth ETF worth $7.24M as of Q2 2026.
Tidal Investments bought 34,721 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.92M.
Vanguard Morningstar Growth ETF made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #817 holding.
Tidal Investments first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Tidal Investments's Vanguard Morningstar Growth ETF position peaked at $13.8M in Q4 2025.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.