VWA
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Visionary Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Visionary Wealth 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 		$13.4M Buy
155,148
+3,042
+2% +$256K 0.53% 47
2026
Q1 		$11.1M Buy
152,106
+4,218
+3% +$328K 0.49% 50
2025
Q4 		$12M Buy
147,888
+16,896
+13% +$1.37M 0.54% 46
2025
Q3 		$10.5M Sell
130,992
-894
-0.7% -$68.3K 0.49% 52
2025
Q2 		$9.64M Buy
131,886
+9,960
+8% +$656K 0.49% 51
2025
Q1 		$7.54M Buy
121,926
+2,514
+2% +$170K 0.45% 66
2024
Q4 		$8.17M Sell
119,412
-5,334
-4% -$358K 0.48% 56
2024
Q3 		$7.98M Sell
124,746
-1,962
-2% -$122K 0.49% 63
2024
Q2 		$7.9M Buy
126,708
+9,990
+9% +$583K 0.52% 56
2024
Q1 		$6.7M Buy
116,718
+78
+0.1% +$4.29K 0.45% 63
2023
Q4 		$6.04M Sell
116,640
-14,418
-11% -$696K 0.44% 61
2023
Q3 		$5.95M Buy
131,058
+3,126
+2% +$148K 0.48% 57
2023
Q2 		$6.03M Sell
127,932
-3,876
-3% -$168K 0.48% 56
2023
Q1 		$5.48M Buy
131,808
+17,436
+15% +$678K 0.46% 62
2022
Q4 		$4.06M Buy
114,372
+31,104
+37% +$1.14M 0.37% 75
2022
Q3 		$2.97M Sell
83,268
-17,430
-17% -$701K 0.31% 88
2022
Q2 		$3.74M Sell
100,698
-864
-0.9% -$35.5K 0.34% 81
2022
Q1 		$4.87M Sell
101,562
-2,124
-2% -$100K 0.39% 69
2021
Q4 		$5.54M Sell
103,686
-7,746
-7% -$404K 0.45% 54
2021
Q3 		$5.39M Sell
111,432
-6,030
-5% -$300K 0.55% 45
2021
Q2 		$5.62M Buy
117,462
+474
+0.4% +$21.5K 0.56% 40
2021
Q1 		$5.01M Buy
116,988
+95,496
+444% +$4.09M 0.53% 49
2020
Q4 		$907K Buy
21,492
+6,642
+45% +$265K 0.1% 143
2020
Q3 		$563K Buy
14,850
+4,020
+37% +$148K 0.08% 149
2020
Q2 		$365K Sell
10,830
-2,148
-17% -$66.1K 0.06% 164
2020
Q1 		$339K Sell
12,978
-996
-7% -$29.8K 0.06% 145
2019
Q4 		$424K Buy
+13,974
New +$404K 0.08% 138

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

Visionary Wealth Advisors's VUG Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2% in Q2 2026, buying an estimated $256K and bringing the position to 155,148 shares worth $13.4M. The position accounts for 0.53% of the portfolio, ranked #47.

Visionary Wealth Advisors first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Visionary Wealth Advisors held 155,148 shares of Vanguard Morningstar Growth ETF worth $13.4M as of Q2 2026.
  • Visionary Wealth Advisors bought 3,042 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $256K.
  • Vanguard Morningstar Growth ETF made up 0.53% of Visionary Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.