Tucker Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tucker Asset Management’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	$659K	Buy	7,654 +628	+9%	+$52.8K	0.16%	62
2026 Q1	$511K	Buy	7,026 +3,300	+89%	+$257K	0.15%	52
2025 Q4	$303K	Buy	3,726 +1,686	+83%	+$137K	0.09%	66
2025 Q3	$163K	Sell	2,040 -2,658	-57%	-$203K	0.05%	128
2025 Q2	$343K	Buy	4,698 +798	+20%	+$52.5K	0.11%	55
2025 Q1	$241K	Sell	3,900 -3,384	-46%	-$228K	0.08%	70
2024 Q4	$498K	Sell	7,284 -66	-0.9%	-$4.43K	0.05%	49
2024 Q3	$470K	Buy	7,350 +576	+9%	+$35.7K	0.11%	62
2024 Q2	$422K	Buy	6,774 +24	+0.4%	+$1.4K	0.09%	72
2024 Q1	$387K	Buy	6,750 +1,620	+32%	+$89.1K	0.09%	87
2023 Q4	$266K	Buy	5,130 +2,256	+78%	+$109K	0.07%	118
2023 Q3	$130K	Sell	2,874 -66	-2%	-$3.12K	0.03%	181
2023 Q2	$139K	Sell	2,940 -900	-23%	-$39K	0.04%	140
2023 Q1	$160K	Buy	3,840 +948	+33%	+$36.9K	0.05%	96
2022 Q4	$103K	Sell	2,892 -24	-0.8%	-$883	0.03%	95
2022 Q3	$108K	Buy	2,916 +678	+30%	+$27.3K	0.04%	76
2022 Q2	$83.1K	Buy	2,238 +1,596	+249%	+$65.6K	0.03%	59
2022 Q1	$30.5K	Buy	642 +432	+206%	+$20.4K	0.01%	118
2021 Q4	$11.3K	Hold	210	–	–	﹤0.01%	197
2021 Q3	$11K	Hold	210	–	–	﹤0.01%	178
2021 Q2	$10K	Hold	210	–	–	﹤0.01%	175
2021 Q1	$9K	Hold	210	–	–	﹤0.01%	179
2020 Q4	$8.87K	Buy	+210	New	+$8.38K	0.01%	208

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Tucker Asset Management's VUG Position: Q2 2026 in Review

Tucker Asset Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.9% in Q2 2026, buying an estimated $52.8K and bringing the position to 7,654 shares worth $659K. The position accounts for 0.16% of the portfolio, ranked #62.

Tucker Asset Management first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Tucker Asset Management held 7,654 shares of Vanguard Morningstar Growth ETF worth $659K as of Q2 2026.
Tucker Asset Management bought 628 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $52.8K.
Vanguard Morningstar Growth ETF made up 0.16% of Tucker Asset Management's portfolio in Q2 2026, its #62 holding.
Tucker Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.