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Tilson Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tilson Financial Group’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 		$39.4M Buy
457,942
+23,488
+5% +$1.98M 10.85% 2
2026
Q1 		$31.6M Buy
434,454
+16,704
+4% +$1.3M 9.49% 2
2025
Q4 		$34M Buy
417,750
+3,684
+0.9% +$299K 10.45% 2
2025
Q3 		$33.1M Sell
414,066
-23,526
-5% -$1.8M 10.88% 2
2025
Q2 		$32M Buy
437,592
+13,794
+3% +$908K 12.06% 2
2025
Q1 		$26.2M Buy
423,798
+56,898
+16% +$3.84M 10.36% 2
2024
Q4 		$25.1M Buy
366,900
+25,086
+7% +$1.69M 10.24% 2
2024
Q3 		$21.9M Buy
+341,814
New +$21.2M 9.48% 1
2024
Q2 		– Sell
-292,374
Closed -$16.8M – 68
2024
Q1 		$16.8M Buy
292,374
+77,922
+36% +$4.28M 9.01% 1
2023
Q4 		$11.1M Buy
214,452
+20,718
+11% +$1M 7.15% 3
2023
Q3 		$8.79M Buy
+193,734
New +$9.15M 6.91% 2
2023
Q2 		– Sell
-168,336
Closed -$7M – 59
2023
Q1 		$7M Buy
168,336
+14,964
+10% +$582K 5.72% 4
2022
Q4 		$5.45M Buy
+153,372
New +$5.64M 4.64% 6

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

Tilson Financial Group's VUG Position: Q2 2026 in Review

Tilson Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.4% in Q2 2026, buying an estimated $1.98M and bringing the position to 457,942 shares worth $39.4M. The position accounts for 10.85% of the portfolio, ranked #2.

Tilson Financial Group first reported a position in VUG in Q4 2022 and has held it in 13 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Tilson Financial Group held 457,942 shares of Vanguard Morningstar Growth ETF worth $39.4M as of Q2 2026.
  • Tilson Financial Group bought 23,488 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.98M.
  • Vanguard Morningstar Growth ETF made up 10.85% of Tilson Financial Group's portfolio in Q2 2026, its #2 holding.
  • Tilson Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.