Transamerica Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.56M | Buy |
52,950
+16,002
| +43% | +$1.35M | 0.39% | 61 |
|
|
2026
Q1 | $2.69M | Buy |
36,948
+17,094
| +86% | +$1.33M | 0.23% | 104 |
|
|
2025
Q4 | $1.61M | Buy |
19,854
+6,774
| +52% | +$550K | 0.13% | 147 |
|
|
2025
Q3 | $1.05M | Buy |
+13,080
| New | +$1,000K | 0.09% | 163 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$1K | – | 649 |
|
|
2023
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 586 |
|
|
2022
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 672 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 630 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$246 | ﹤0.01% | 640 |
|
|
2020
Q3 | – | Sell |
-6
| Closed | -$1K | – | 490 |
|
|
2020
Q2 | $1K | Buy |
+6
| New | +$185 | ﹤0.01% | 492 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | -$1K | – | 520 |
|
|
2019
Q2 | $1K | Buy |
+6
| New | +$160 | ﹤0.01% | 538 |
|
|
2019
Q1 | – | Sell |
-6
| Closed | -$1K | – | 456 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 492 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 489 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 476 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 434 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 411 |
|
|
2017
Q3 | $1K | Buy |
+6
| New | +$130 | ﹤0.01% | 402 |
|
|
2016
Q4 | – | Sell |
-354
| Closed | -$7K | – | 475 |
|
|
2016
Q3 | $7K | Buy |
354
+336
| +1,867% | +$6.25K | ﹤0.01% | 271 |
|
|
2016
Q2 | $1K | Sell |
18
-1,212
| -99% | -$21.6K | ﹤0.01% | 376 |
|
|
2016
Q1 | $22K | Sell |
1,230
-137,064
| -99% | -$2.3M | ﹤0.01% | 477 |
|
|
2015
Q4 | $2.45M | Buy |
138,294
+137,070
| +11,199% | +$2.46M | 0.18% | 107 |
|
|
2015
Q3 | $21K | Buy |
1,224
+594
| +94% | +$10.5K | ﹤0.01% | 500 |
|
|
2015
Q2 | $12K | Sell |
630
-136,992
| -100% | -$2.49M | ﹤0.01% | 614 |
|
|
2015
Q1 | $2.4M | Sell |
137,622
-30,528
| -18% | -$541K | 0.17% | 114 |
|
|
2014
Q4 | $2.93M | Sell |
168,150
-55,488
| -25% | -$943K | 0.23% | 60 |
|
|
2014
Q3 | $3.71M | Buy |
223,638
+118,536
| +113% | +$1.97M | 0.34% | 43 |
|
|
2014
Q2 | $1.73M | Buy |
105,102
+105,024
| +134,646% | +$1.66M | 0.15% | 90 |
|
|
2014
Q1 | $2K | Buy |
78
+72
| +1,200% | +$1.12K | ﹤0.01% | 555 |
|
|
2013
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 592 |
|
|
2013
Q3 | $1K | Sell |
6
-534
| -99% | -$7.36K | ﹤0.01% | 584 |
|
|
2013
Q2 | $7K | Buy |
+540
| New | +$7.12K | ﹤0.01% | 451 |
|
Other funds holding VUG
EWA
Transamerica Financial Advisors's VUG Position: Q2 2026 in Review
Transamerica Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 43% in Q2 2026, buying an estimated $1.35M and bringing the position to 52,950 shares worth $4.56M. The position accounts for 0.39% of the portfolio, ranked #61.
Transamerica Financial Advisors first reported a position in VUG in Q2 2013 and has held it in 30 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Transamerica Financial Advisors held 52,950 shares of Vanguard Morningstar Growth ETF worth $4.56M as of Q2 2026.
- Transamerica Financial Advisors bought 16,002 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.35M.
- Vanguard Morningstar Growth ETF made up 0.39% of Transamerica Financial Advisors's portfolio in Q2 2026, its #61 holding.
- Transamerica Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 30 quarters since.
- 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.