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TRUE Private Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

TRUE Private Wealth 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 		$1.26M Sell
14,663
-1,987
-12% -$167K 0.11% 122
2026
Q1 		$1.21M Buy
16,650
+6,126
+58% +$477K 0.12% 107
2025
Q4 		$856K Buy
10,524
+186
+2% +$15.1K 0.09% 126
2025
Q3 		$826K Hold
10,338
– – 0.08% 125
2025
Q2 		$755K Sell
10,338
-6
-0.1% -$395 0.08% 118
2025
Q1 		$639K Sell
10,344
-252
-2% -$17K 0.08% 115
2024
Q4 		$725K Sell
10,596
-18
-0.2% -$1.21K 0.09% 112
2024
Q3 		$679K Buy
10,614
+378
+4% +$23.4K 0.08% 108
2024
Q2 		$638K Sell
10,236
-342
-3% -$19.9K 0.07% 134
2024
Q1 		$607K Sell
10,578
-1,728
-14% -$95K 0.07% 141
2023
Q4 		$638K Sell
12,306
-1,206
-9% -$58.2K 0.08% 130
2023
Q3 		$613K Buy
+13,512
New +$638K 0.09% 122
2021
Q1 		– Sell
-312
Closed -$13K – 692
2020
Q4 		$13K Hold
312
– – ﹤0.01% 510
2020
Q3 		$11K Hold
312
– – ﹤0.01% 489
2020
Q2 		$10K Hold
312
– – ﹤0.01% 496
2020
Q1 		$8K Sell
312
-408
-57% -$12.2K ﹤0.01% 484
2019
Q4 		$21K Buy
+720
New +$20.8K ﹤0.01% 481
2019
Q3 		– Sell
-312
Closed -$8K – 703
2019
Q2 		$8K Buy
+312
New +$8.33K ﹤0.01% 586
2018
Q4 		– Sell
-96,642
Closed -$2.6M – 895
2018
Q3 		$2.6M Buy
96,642
+26,040
+37% +$681K 0.37% 53
2018
Q2 		$1.76M Buy
+70,602
New +$1.73M 0.28% 67

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

TRUE Private Wealth Advisors's VUG Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, selling an estimated $167K and leaving 14,663 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #122.

TRUE Private Wealth Advisors first reported a position in VUG in Q2 2018 and has held it in 20 quarters since. The position peaked at $2.6M in Q3 2018. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • TRUE Private Wealth Advisors held 14,663 shares of Vanguard Morningstar Growth ETF worth $1.26M as of Q2 2026.
  • TRUE Private Wealth Advisors sold 1,987 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $167K.
  • Vanguard Morningstar Growth ETF made up 0.11% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • TRUE Private Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2018 and has held it in 20 quarters since.
  • TRUE Private Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $2.6M in Q3 2018.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.