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Vima LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vima 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 		$91K Buy
+1,056
New +$88.9K 0.09% 121
2024
Q2 		– Sell
-360
Closed -$15K – 378
2024
Q1 		$15K Hold
360
– – 0.02% 202
2023
Q4 		$18.7K Buy
+360
New +$17.4K 0.04% 195

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
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
Commonwealth Equity Services
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Vima LLC's VUG Position: Q2 2026 in Review

Vima LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 1,056 shares worth $91K. The stake represents 0.09% of the portfolio and ranks #121 among its holdings. This is a return to the name: Vima LLC previously reported a position in VUG as recently as Q1 2024.

Vima LLC first reported a position in VUG in Q4 2023 and has held it in 3 quarters since. 1,604 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Vima LLC held 1,056 shares of Vanguard Morningstar Growth ETF worth $91K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Vima LLC position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.09% of Vima LLC's portfolio in Q2 2026, its #121 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.