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United Capital Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

United Capital Financial 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 		$281M Sell
3,261,088
-66,128
-2% -$5.56M 1.55% 11
2026
Q1 		$242M Buy
3,327,216
+73,110
+2% +$5.69M 1.49% 12
2025
Q4 		$265M Buy
3,254,106
+53,118
+2% +$4.31M 1.59% 11
2025
Q3 		$256M Buy
3,200,988
+13,026
+0.4% +$995K 1.84% 11
2025
Q2 		$233M Buy
3,187,962
+6,024
+0.2% +$397K 1.88% 10
2025
Q1 		$197M Buy
3,181,938
+49,566
+2% +$3.34M 1.68% 10
2024
Q4 		$214M Sell
3,132,372
-53,478
-2% -$3.59M 1.81% 9
2024
Q3 		$204M Sell
3,185,850
-5,502
-0.2% -$341K 1.68% 10
2024
Q2 		$199M Sell
3,191,352
-160,452
-5% -$9.36M 1.71% 9
2024
Q1 		$192M Sell
3,351,804
-247,638
-7% -$13.6M 1.58% 10
2023
Q4 		$186M Sell
3,599,442
-2,255,364
-39% -$109M 1.55% 10
2023
Q3 		$266M Sell
5,854,806
-3,022,038
-34% -$143M 1.74% 10
2023
Q2 		$419M Sell
8,876,844
-463,062
-5% -$20.1M 2.28% 9
2023
Q1 		$388M Buy
9,339,906
+264,708
+3% +$10.3M 2.17% 9
2022
Q4 		$322M Sell
9,075,198
-296,712
-3% -$10.9M 1.81% 9
2022
Q3 		$334M Buy
9,371,910
+75,072
+0.8% +$3.02M 1.97% 9
2022
Q2 		$345M Sell
9,296,838
-76,320
-0.8% -$3.14M 1.9% 8
2022
Q1 		$449M Sell
9,373,158
-283,716
-3% -$13.4M 2.18% 8
2021
Q4 		$516M Sell
9,656,874
-551,226
-5% -$28.7M 2.38% 8
2021
Q3 		$494M Sell
10,208,100
-278,958
-3% -$13.9M 2.47% 8
2021
Q2 		$501M Sell
10,487,058
-314,496
-3% -$14.3M 2.52% 8
2021
Q1 		$463M Buy
10,801,554
+162,768
+2% +$6.96M 2.56% 8
2020
Q4 		$449M Sell
10,638,786
-574,518
-5% -$22.9M 2.71% 6
2020
Q3 		$425M Sell
11,213,304
-512,574
-4% -$18.9M 2.78% 6
2020
Q2 		$395M Sell
11,725,878
-841,548
-7% -$25.9M 2.87% 4
2020
Q1 		$317M Sell
12,567,426
-122,808
-1% -$3.68M 2.62% 4
2019
Q4 		$385M Sell
12,690,234
-126,096
-1% -$3.64M 2.49% 4
2019
Q3 		$355M Sell
12,816,330
-199,836
-2% -$5.54M 2.48% 3
2019
Q2 		$354M Buy
13,016,166
+112,182
+0.9% +$3M 2.32% 4
2019
Q1 		$336M Buy
12,903,984
+202,398
+2% +$4.99M 2.37% 4
2018
Q4 		$284M Sell
12,701,586
-25,050
-0.2% -$607K 2.26% 7
2018
Q3 		$342M Buy
12,726,636
+157,068
+1% +$4.11M 2.4% 4
2018
Q2 		$314M Buy
12,569,568
+275,100
+2% +$6.75M 2.34% 5
2018
Q1 		$291M Buy
12,294,468
+505,470
+4% +$12.3M 2.22% 4
2017
Q4 		$278M Buy
11,788,998
+279,504
+2% +$6.42M 2.19% 5
2017
Q3 		$255M Buy
11,509,494
+179,460
+2% +$3.9M 2.16% 5
2017
Q2 		$240M Buy
11,330,034
+621,192
+6% +$13M 2.15% 5
2017
Q1 		$217M Buy
10,708,842
+427,002
+4% +$8.42M 2.02% 7
2016
Q4 		$191M Buy
10,281,840
+500,940
+5% +$9.27M 1.86% 7
2016
Q3 		$183M Buy
9,780,900
+929,568
+11% +$17.3M 1.78% 8
2016
Q2 		$158M Buy
8,851,332
+776,220
+10% +$13.8M 1.61% 8
2016
Q1 		$143M Buy
8,075,112
+1,335,096
+20% +$22.4M 1.58% 7
2015
Q4 		$120M Buy
6,740,016
+572,448
+9% +$10.3M 1.38% 6
2015
Q3 		$103M Buy
6,167,568
+655,164
+12% +$11.6M 1.24% 10
2015
Q2 		$98.4M Buy
5,512,404
+1,120,476
+26% +$20.4M 1.14% 9
2015
Q1 		$78.7M Buy
4,391,928
+708,024
+19% +$12.6M 0.96% 12
2014
Q4 		$64.1M Buy
3,683,904
+2,004,432
+119% +$34.1M 0.96% 13
2014
Q3 		$27.9M Buy
1,679,472
+666,756
+66% +$11.1M 0.48% 42
2014
Q2 		$16.7M Buy
1,012,716
+603,696
+148% +$9.57M 0.31% 88
2014
Q1 		$6.37M Buy
409,020
+298,698
+271% +$4.64M 0.14% 178
2013
Q4 		$1.71M Buy
110,322
+40,320
+58% +$596K 0.06% 261
2013
Q3 		$987K Buy
70,002
+28,626
+69% +$394K 0.03% 345
2013
Q2 		$539K Buy
+41,376
New +$546K 0.01% 494

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

United Capital Financial Advisors's VUG Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2% in Q2 2026, selling an estimated $5.56M and leaving 3,261,088 shares worth $281M. The position accounts for 1.55% of the portfolio, ranked #11.

United Capital Financial Advisors first reported a position in VUG in Q2 2013 and has held it in 53 quarters since. The position peaked at $516M in Q4 2021. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • United Capital Financial Advisors held 3,261,088 shares of Vanguard Morningstar Growth ETF worth $281M as of Q2 2026.
  • United Capital Financial Advisors sold 66,128 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.56M.
  • Vanguard Morningstar Growth ETF made up 1.55% of United Capital Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $516M in Q4 2021.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.