MW ADVISORY, LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MW ADVISORY, LLC’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	$2.09M	Buy	+24,288	New	+$2.04M	0.84%	22

Other funds holding VUG

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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

MW ADVISORY, LLC's VUG Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 24,288 shares worth $2.09M. The stake represents 0.84% of the portfolio and ranks #22 among its holdings.

2,038 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

MW ADVISORY, LLC held 24,288 shares of Vanguard Morningstar Growth ETF worth $2.09M as of Q2 2026.
Vanguard Morningstar Growth ETF was a new MW ADVISORY, LLC position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.84% of MW ADVISORY, LLC's portfolio in Q2 2026, its #22 holding.
2,038 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.