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Wealth Advisory Team’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealth Advisory Team’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 		$232K Buy
+2,689
New +$226K 0.19% 37
2025
Q4 		$218K Buy
+2,682
New +$218K 0.19% 38

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Advisory Team's VUG Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,689 shares worth $232K. The stake represents 0.19% of the portfolio and ranks #37 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in VUG as recently as Q4 2025.

Wealth Advisory Team first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. 2,252 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wealth Advisory Team held 2,689 shares of Vanguard Morningstar Growth ETF worth $232K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Wealth Advisory Team position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.19% of Wealth Advisory Team's portfolio in Q2 2026, its #37 holding.
  • Wealth Advisory Team first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,252 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.