Vident Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vident Advisory’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	$2.39M	Buy	27,732 +23,886	+621%	+$2.01M	0.02%	625
2026 Q1	$280K	Buy	+3,846	New	+$299K	﹤0.01%	1535
2025 Q4	–	Sell	-3,984	Closed	-$319K	–	1746
2025 Q3	$319K	Buy	3,984 +678	+21%	+$51.8K	﹤0.01%	1376
2025 Q2	$242K	Hold	3,306	–	–	﹤0.01%	1408
2025 Q1	$204K	Sell	3,306 -14,874	-82%	-$1M	﹤0.01%	1441
2024 Q4	$1.24M	Buy	+18,180	New	+$1.22M	0.02%	565

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 22.9% 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

Vident Advisory's VUG Position: Q2 2026 in Review

Vident Advisory increased its Vanguard Morningstar Growth ETF (VUG) stake by 621% in Q2 2026, buying an estimated $2.01M and bringing the position to 27,732 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #625.

Vident Advisory first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Vident Advisory held 27,732 shares of Vanguard Morningstar Growth ETF worth $2.39M as of Q2 2026.
Vident Advisory bought 23,886 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.01M.
Vanguard Morningstar Growth ETF made up 0.02% of Vident Advisory's portfolio in Q2 2026, its #625 holding.
Vident Advisory first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.