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

Wellspring 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 		$13.7M Sell
158,926
-2,612
-2% -$220K 0.9% 18
2026
Q1 		$11.8M Sell
161,538
-6,069,582
-97% -$472M 0.88% 22
2025
Q4 		$11.8M Buy
6,231,120
+19,116
+0.3% +$1.55M 0.93% 20
2025
Q3 		$10.1M Buy
6,212,004
+556,086
+10% +$42.5M 0.93% 20
2025
Q2 		$9.49M Sell
5,655,918
-6,774
-0.1% -$446K 0.95% 18
2025
Q1 		$8.6M Sell
5,662,692
-6,780
-0.1% -$457K 0.96% 17
2024
Q4 		$9.88M Buy
5,669,472
+1,650
+0% +$111K 1.03% 18
2024
Q3 		$9.19M Sell
5,667,822
-876
-0% -$54.3K 1.1% 18
2024
Q2 		$9.03M Sell
5,668,698
-6
-0% -$350 1.23% 18
2024
Q1 		$8.38M Sell
5,668,704
-5,010
-0.1% -$276K 1.32% 18
2023
Q4 		$7.92M Sell
5,673,714
-1,098
-0% -$53K 1.97% 14
2023
Q3 		$7.1M Buy
5,674,812
+48
+0% +$2.27K 2.08% 13
2023
Q2 		$7.34M Sell
5,674,764
-16,038
-0.3% -$696K 2.08% 15
2023
Q1 		$7.25M Sell
5,690,802
-4,842
-0.1% -$188K 2.15% 11
2022
Q4 		$6.5M Buy
5,695,644
+3,804
+0.1% +$140K 2.16% 13
2022
Q3 		$6.39M Sell
5,691,840
-4,092
-0.1% -$164K 2.36% 16
2022
Q2 		$6.76M Sell
5,695,932
-27,378
-0.5% -$1.12M 2.36% 17
2022
Q1 		$9.77M Buy
5,723,310
+5,509,782
+2,580% +$261M 2.88% 11
2021
Q4 		$11.4M Sell
213,528
-4,890
-2% -$255K 3.18% 9
2021
Q3 		$10.6M Buy
218,418
+20,166
+10% +$1M 3.18% 9
2021
Q2 		$9.49M Sell
198,252
-12,744
-6% -$579K 2.98% 9
2021
Q1 		$5.52M Sell
210,996
-5,418
-3% -$232K 2.66% 12
2020
Q4 		$9.15M Buy
216,414
+3,810
+2% +$152K 3.19% 10
2020
Q3 		$8.08M Buy
212,604
+126
+0.1% +$4.65K 3.16% 10
2020
Q2 		$7.17M Buy
212,478
+1,482
+0.7% +$45.6K 2.96% 10
2020
Q1 		$5.52M Buy
+210,996
New +$6.32M 2.66% 12

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

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

Wellspring Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.6% in Q2 2026, selling an estimated $220K and leaving 158,926 shares worth $13.7M. The position accounts for 0.9% of the portfolio, ranked #18.

Wellspring Financial Advisors first reported a position in VUG in Q1 2020 and has held it in 26 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wellspring Financial Advisors held 158,926 shares of Vanguard Morningstar Growth ETF worth $13.7M as of Q2 2026.
  • Wellspring Financial Advisors sold 2,612 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $220K.
  • Vanguard Morningstar Growth ETF made up 0.9% of Wellspring Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.