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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
Q1 		– Sell
-68,400
Closed -$5.56M – 2603
2025
Q4 		$5.56M Buy
+68,400
New +$5.55M 0.01% 610

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

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.