USA FINANCIAL FORMULAS’s Vanguard Morningstar Growth ETF VUG Stock Holding History

USA FINANCIAL FORMULAS’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	$761K	Buy	+8,837	New	+$744K	0.14%	51

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

USA FINANCIAL FORMULAS's VUG Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 8,837 shares worth $761K. The stake represents 0.14% of the portfolio and ranks #51 among its holdings.

1,706 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

USA FINANCIAL FORMULAS held 8,837 shares of Vanguard Morningstar Growth ETF worth $761K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.14% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #51 holding.
1,706 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.