Wescott Financial Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wescott Financial Advisory Group’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	$5.9M	Buy	68,447 +1,649	+2%	+$139K	0.46%	34
2026 Q1	$4.86M	Sell	66,798 -3,966	-6%	-$309K	0.43%	38
2025 Q4	$5.75M	Sell	70,764 -12,714	-15%	-$1.03M	0.5%	32
2025 Q3	$6.67M	Sell	83,478 -2,106	-2%	-$161K	0.6%	31
2025 Q2	$6.25M	Sell	85,584 -12,960	-13%	-$853K	0.6%	30
2025 Q1	$6.09M	Sell	98,544 -9,126	-8%	-$615K	0.63%	29
2024 Q4	$7.37M	Sell	107,670 -8,202	-7%	-$551K	0.76%	25
2024 Q3	$7.41M	Sell	115,872 -4,872	-4%	-$302K	0.8%	23
2024 Q2	$7.53M	Sell	120,744 -2,274	-2%	-$133K	0.87%	22
2024 Q1	$7.06M	Sell	123,018 -4,206	-3%	-$231K	0.88%	22
2023 Q4	$6.59M	Sell	127,224 -5,442	-4%	-$263K	0.92%	19
2023 Q3	$6.02M	Sell	132,666 -5,088	-4%	-$240K	1.1%	20
2023 Q2	$6.5M	Sell	137,754 -3,228	-2%	-$140K	1.15%	17
2023 Q1	$5.86M	Sell	140,982 -11,994	-8%	-$466K	1.27%	18
2022 Q4	$5.43M	Sell	152,976 -228	-0.1%	-$8.39K	1.17%	19
2022 Q3	$5.46M	Sell	153,204 -348	-0.2%	-$14K	1.52%	15
2022 Q2	$5.7M	Sell	153,552 -35,610	-19%	-$1.46M	1.55%	15
2022 Q1	$9.07M	Buy	+189,162	New	+$8.95M	2.34%	11

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wescott Financial Advisory Group's VUG Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, buying an estimated $139K and bringing the position to 68,447 shares worth $5.9M. The position accounts for 0.46% of the portfolio, ranked #34.

Wescott Financial Advisory Group first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.07M in Q1 2022. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wescott Financial Advisory Group held 68,447 shares of Vanguard Morningstar Growth ETF worth $5.9M as of Q2 2026.
Wescott Financial Advisory Group bought 1,649 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $139K.
Vanguard Morningstar Growth ETF made up 0.46% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #34 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
Wescott Financial Advisory Group's Vanguard Morningstar Growth ETF position peaked at $9.07M in Q1 2022.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.