Ulland Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ulland Investment 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	$47K	Hold	540	–	–	0.03%	124
2026 Q1	$39K	Hold	540	–	–	0.03%	127
2025 Q4	$44K	Hold	540	–	–	0.04%	119
2025 Q3	$43K	Hold	540	–	–	0.03%	123
2025 Q2	$39K	Hold	540	–	–	0.03%	121
2025 Q1	$33K	Hold	540	–	–	0.03%	132
2024 Q4	$37K	Hold	540	–	–	0.02%	125
2024 Q3	$35K	Hold	540	–	–	0.03%	119
2024 Q2	$34K	Hold	540	–	–	0.02%	123
2024 Q1	$31K	Hold	540	–	–	0.02%	128
2023 Q4	$28K	Hold	540	–	–	0.03%	122
2023 Q3	$25K	Buy	540 +30	+6%	+$1.42K	0.03%	129
2023 Q2	$24K	Hold	510	–	–	0.02%	130
2023 Q1	$21K	Hold	510	–	–	0.02%	132
2022 Q4	$18K	Buy	510 +90	+21%	+$3.31K	0.02%	140
2022 Q3	$15K	Hold	420	–	–	0.02%	147
2022 Q2	$16K	Hold	420	–	–	0.02%	156
2022 Q1	$20K	Hold	420	–	–	0.02%	154
2021 Q4	$22K	Buy	+420	New	+$21.9K	0.01%	143

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Ulland Investment Advisors's VUG Position: Q2 2026 in Review

Ulland Investment Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 540 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #124.

Ulland Investment Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 1,919 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Ulland Investment Advisors held 540 shares of Vanguard Morningstar Growth ETF worth $47K as of Q2 2026.
Ulland Investment Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.03% of Ulland Investment Advisors's portfolio in Q2 2026, its #124 holding.
Ulland Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,919 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.