Turtle Creek Wealth 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
$708K Buy
8,217
+3
+0% +$252 0.04% 215
2026
Q1
$598K Hold
8,214
0.05% 203
2025
Q4
$668K Hold
8,214
0.05% 199
2025
Q3
$657K Buy
8,214
+1,896
+30% +$145K 0.06% 182
2025
Q2
$462K Buy
+6,318
New +$416K 0.05% 179
2024
Q4
Sell
-6,258
Closed -$400K 165
2024
Q3
$400K Hold
6,258
0.08% 120
2024
Q2
$390K Buy
6,258
+5,946
+1,906% +$347K 0.09% 104
2024
Q1
$17.9K Buy
312
+48
+18% +$2.64K ﹤0.01% 175
2023
Q4
$13.7K Buy
+264
New +$12.7K ﹤0.01% 495

Other funds holding VUG

Turtle Creek Wealth Advisors's VUG Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.04% in Q2 2026, buying an estimated $252 and bringing the position to 8,217 shares worth $708K. The position accounts for 0.04% of the portfolio, ranked #215.

Turtle Creek Wealth Advisors first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Turtle Creek Wealth Advisors held 8,217 shares of Vanguard Morningstar Growth ETF worth $708K as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
  • Vanguard Morningstar Growth ETF made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #215 holding.
  • Turtle Creek Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 9 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.