WFA
VUG icon

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

Websterrogers 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 		$35.9M Buy
416,280
+23,220
+6% +$1.95M 9.19% 1
2026
Q1 		$28.6M Buy
393,060
+22,206
+6% +$1.73M 8.19% 1
2025
Q4 		$30.2M Sell
370,854
-1,788
-0.5% -$145K 8.75% 1
2025
Q3 		$29.8M Sell
372,642
-30,714
-8% -$2.35M 8.93% 1
2025
Q2 		$29.5M Buy
403,356
+6,210
+2% +$409K 9.37% 1
2025
Q1 		$24.5M Buy
397,146
+12,900
+3% +$870K 8.38% 2
2024
Q4 		$26.3M Sell
384,246
-1,530
-0.4% -$103K 9.13% 2
2024
Q3 		$24.7M Buy
385,776
+444
+0.1% +$27.5K 8.64% 2
2024
Q2 		$24M Buy
385,332
+8,112
+2% +$473K 8.56% 2
2024
Q1 		$21.6M Buy
377,220
+191,652
+103% +$10.5M 7.7% 2
2023
Q4 		$9.62M Sell
185,568
-94,242
-34% -$4.55M 4.01% 10
2023
Q3 		$12.7M Buy
279,810
+52,524
+23% +$2.48M 5.58% 4
2023
Q2 		$10.7M Buy
227,286
+87,102
+62% +$3.78M 4.67% 6
2023
Q1 		$5.83M Buy
140,184
+10,764
+8% +$419K 2.68% 15
2022
Q4 		$4.6M Buy
+129,420
New +$4.76M 2.23% 15

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

Websterrogers Financial Advisors's VUG Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.9% in Q2 2026, buying an estimated $1.95M and bringing the position to 416,280 shares worth $35.9M. The position accounts for 9.19% of the portfolio, ranked #1.

Websterrogers Financial Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Websterrogers Financial Advisors held 416,280 shares of Vanguard Morningstar Growth ETF worth $35.9M as of Q2 2026.
  • Websterrogers Financial Advisors bought 23,220 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.95M.
  • Vanguard Morningstar Growth ETF made up 9.19% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.