WCFA
VUG icon

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

Walkner Condon 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 		$1.94M Sell
22,526
-3,298
-13% -$278K 0.22% 81
2026
Q1 		$1.88M Sell
25,824
-408
-2% -$31.7K 0.25% 80
2025
Q4 		$2.13M Buy
26,232
+1,560
+6% +$127K 0.3% 71
2025
Q3 		$1.97M Buy
24,672
+942
+4% +$72K 0.31% 68
2025
Q2 		$1.73M Buy
23,730
+942
+4% +$62K 0.32% 71
2025
Q1 		$1.41M Sell
22,788
-384
-2% -$25.9K 0.28% 77
2024
Q4 		$1.59M Sell
23,172
-4,086
-15% -$274K 0.32% 67
2024
Q3 		$1.74M Sell
27,258
-726
-3% -$45K 0.36% 63
2024
Q2 		$1.74M Sell
27,984
-11,466
-29% -$669K 0.38% 63
2024
Q1 		$2.26M Buy
39,450
+5,520
+16% +$304K 0.48% 56
2023
Q4 		$1.76M Buy
33,930
+10,260
+43% +$495K 0.4% 63
2023
Q3 		$1.07M Sell
23,670
-18
-0.1% -$850 0.28% 80
2023
Q2 		$1.12M Buy
23,688
+3,162
+15% +$137K 0.3% 76
2023
Q1 		$852K Hold
20,526
– – 0.24% 91
2022
Q4 		$729K Buy
20,526
+1,524
+8% +$56.1K 0.22% 95
2022
Q3 		$679K Buy
19,002
+7,926
+72% +$319K 0.22% 97
2022
Q2 		$412K Buy
+11,076
New +$455K 0.13% 139
2021
Q4 		– Sell
-8,112
Closed -$392K – 171
2021
Q3 		$392K Hold
8,112
– – 0.19% 96
2021
Q2 		$387K Sell
8,112
-624
-7% -$28.3K 0.14% 112
2021
Q1 		$374K Buy
+8,736
New +$374K 0.15% 118

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

Walkner Condon Financial Advisors's VUG Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q2 2026, selling an estimated $278K and leaving 22,526 shares worth $1.94M. The position accounts for 0.22% of the portfolio, ranked #81.

Walkner Condon Financial Advisors first reported a position in VUG in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.26M in Q1 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Walkner Condon Financial Advisors held 22,526 shares of Vanguard Morningstar Growth ETF worth $1.94M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 3,298 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $278K.
  • Vanguard Morningstar Growth ETF made up 0.22% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • Walkner Condon Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $2.26M in Q1 2024.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.