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TPG Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

TPG Financial Advisors’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 		$6.68M Buy
77,541
+1,941
+3% +$163K 1.99% 19
2026
Q1 		$5.5M Sell
75,600
-5,178
-6% -$403K 1.79% 22
2025
Q4 		$6.57M Sell
80,778
-26,220
-25% -$2.13M 2.19% 18
2025
Q3 		$8.55M Sell
106,998
-3,666
-3% -$280K 3.19% 13
2025
Q2 		$8.09M Sell
110,664
-17,940
-14% -$1.18M 3.24% 12
2025
Q1 		$7.95M Buy
128,604
+50,268
+64% +$3.39M 3.51% 11
2024
Q4 		$5.36M Buy
78,336
+1,026
+1% +$68.9K 2.33% 18
2024
Q3 		$4.95M Sell
77,310
-1,158
-1% -$71.8K 2.23% 14
2024
Q2 		$4.89M Buy
+78,468
New +$4.58M 2.32% 14
2023
Q4 		$6.36M Buy
124,092
+1,626
+1% +$78.5K 3.24% 12
2023
Q3 		$5.56M Buy
122,466
+438
+0.4% +$20.7K 2.87% 14
2023
Q2 		$5.75M Buy
122,028
+654
+0.5% +$28.4K 3.02% 10
2023
Q1 		$5.05M Buy
121,374
+2,904
+2% +$113K 2.76% 13
2022
Q4 		$4.21M Sell
118,470
-31,080
-21% -$1.14M 2.55% 14
2022
Q3 		$5.33M Sell
149,550
-53,868
-26% -$2.17M 3.27% 11
2022
Q2 		$7.56M Buy
203,418
+8,562
+4% +$352K 5.06% 8
2022
Q1 		$9.34M Buy
194,856
+57,450
+42% +$2.72M 5.65% 8
2021
Q4 		$7.35M Buy
137,406
+28,314
+26% +$1.47M 4.5% 10
2021
Q3 		$5.28M Sell
109,092
-5,544
-5% -$276K 3.48% 11
2021
Q2 		$5.48M Sell
114,636
-11,754
-9% -$534K 3.85% 9
2021
Q1 		$5.42M Sell
126,390
-17,310
-12% -$741K 3.78% 10
2020
Q4 		$6.07M Buy
143,700
+27,432
+24% +$1.09M 4.51% 9
2020
Q3 		$4.41M Sell
116,268
-18,012
-13% -$665K 3.77% 10
2020
Q2 		$4.52M Sell
134,280
-25,020
-16% -$770K 4.05% 11
2020
Q1 		$4.16M Sell
159,300
-20,244
-11% -$606K 4.13% 8
2019
Q4 		$5.45M Sell
179,544
-1,638
-0.9% -$47.3K 4.49% 9
2019
Q3 		$5.02M Sell
181,182
-1,260
-0.7% -$35K 4.52% 9
2019
Q2 		$5.08M Sell
182,442
-8,484
-4% -$227K 4.65% 6
2019
Q1 		$5.03M Buy
190,926
+936
+0.5% +$23.1K 4.86% 7
2018
Q4 		$4.25M Buy
+189,990
New +$4.6M 4.62% 9

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

TPG Financial Advisors's VUG Position: Q2 2026 in Review

TPG Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.6% in Q2 2026, buying an estimated $163K and bringing the position to 77,541 shares worth $6.68M. The position accounts for 1.99% of the portfolio, ranked #19.

TPG Financial Advisors first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.34M in Q1 2022. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • TPG Financial Advisors held 77,541 shares of Vanguard Morningstar Growth ETF worth $6.68M as of Q2 2026.
  • TPG Financial Advisors bought 1,941 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $163K.
  • Vanguard Morningstar Growth ETF made up 1.99% of TPG Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • TPG Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • TPG Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $9.34M in Q1 2022.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.