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

Uptown 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	$16.1M	Sell	186,647 -1,651	-0.9%	-$139K	10.59%	1
2026 Q1	$13.7M	Buy	188,298 +18,684	+11%	+$1.45M	10.89%	1
2025 Q4	$13.8M	Sell	169,614 -17,322	-9%	-$1.41M	9.88%	2
2025 Q3	$14.9M	Sell	186,936 -1,362	-0.7%	-$104K	12.31%	1
2025 Q2	$13.8M	Buy	188,298 +5,118	+3%	+$337K	11.79%	1
2025 Q1	$11.3M	Buy	183,180 +6,510	+4%	+$439K	11.56%	1
2024 Q4	$12.1M	Buy	+176,670	New	+$11.9M	13.03%	1

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

Uptown Financial Advisors's VUG Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.88% in Q2 2026, selling an estimated $139K and leaving 186,647 shares worth $16.1M. The position accounts for 10.59% of the portfolio, ranked #1.

Uptown Financial Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Uptown Financial Advisors held 186,647 shares of Vanguard Morningstar Growth ETF worth $16.1M as of Q2 2026.
Uptown Financial Advisors sold 1,651 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $139K.
Vanguard Morningstar Growth ETF made up 10.59% of Uptown Financial Advisors's portfolio in Q2 2026, its #1 holding.
Uptown Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.