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Tidemark’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tidemark’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 		$108K Buy
1,251
+27
+2% +$2.27K 0.02% 217
2026
Q1 		$89.3K Sell
1,224
-336
-22% -$26.1K 0.02% 209
2025
Q4 		$127K Sell
1,560
-732
-32% -$59.4K 0.04% 160
2025
Q3 		$183K Hold
2,292
– – 0.05% 140
2025
Q2 		$168K Sell
2,292
-546
-19% -$35.9K 0.05% 131
2025
Q1 		$175K Hold
2,838
– – 0.06% 122
2024
Q4 		$194K Buy
2,838
+144
+5% +$9.67K 0.07% 112
2024
Q3 		$172K Sell
2,694
-594
-18% -$36.8K 0.07% 120
2024
Q2 		$205K Buy
3,288
+450
+16% +$26.2K 0.09% 104
2024
Q1 		$163K Buy
2,838
+426
+18% +$23.4K 0.09% 137
2023
Q4 		$125K Buy
+2,412
New +$116K 0.08% 140

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

Tidemark's VUG Position: Q2 2026 in Review

Tidemark increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.2% in Q2 2026, buying an estimated $2.27K and bringing the position to 1,251 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #217.

Tidemark first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $205K in Q2 2024. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Tidemark held 1,251 shares of Vanguard Morningstar Growth ETF worth $108K as of Q2 2026.
  • Tidemark bought 27 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.27K.
  • Vanguard Morningstar Growth ETF made up 0.02% of Tidemark's portfolio in Q2 2026, its #217 holding.
  • Tidemark first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's Vanguard Morningstar Growth ETF position peaked at $205K in Q2 2024.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.