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WESPAC Advisors SoCal’s Vanguard Morningstar Growth ETF VUG Stock Holding History

WESPAC Advisors SoCal’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 		$3.06M Buy
35,533
+8,533
+32% +$718K 0.55% 48
2026
Q1 		$1.97M Sell
27,000
-6,816
-20% -$530K 0.42% 58
2025
Q4 		$2.75M Buy
33,816
+3,834
+13% +$311K 0.55% 50
2025
Q3 		$2.4M Buy
29,982
+2,364
+9% +$181K 0.49% 54
2025
Q2 		$2.02M Sell
27,618
-18,678
-40% -$1.23M 0.45% 55
2025
Q1 		$2.86M Sell
46,296
-13,620
-23% -$918K 0.75% 39
2024
Q4 		$4.1M Sell
59,916
-19,068
-24% -$1.28M 0.93% 32
2024
Q3 		$5.05M Sell
78,984
-10,578
-12% -$656K 1.17% 29
2024
Q2 		$5.58M Sell
89,562
-7,782
-8% -$454K 1.4% 26
2024
Q1 		$5.58M Buy
97,344
+6,276
+7% +$345K 1.46% 23
2023
Q4 		$4.72M Buy
91,068
+4,560
+5% +$220K 1.37% 29
2023
Q3 		$3.93M Buy
86,508
+810
+0.9% +$38.3K 1.33% 29
2023
Q2 		$4.04M Buy
85,698
+450
+0.5% +$19.5K 1.38% 27
2023
Q1 		$3.54M Buy
85,248
+282
+0.3% +$11K 1.22% 30
2022
Q4 		$3.02M Sell
84,966
-1,230
-1% -$45.2K 1.12% 32
2022
Q3 		$3.2M Sell
86,196
-492
-0.6% -$19.8K 1.34% 28
2022
Q2 		$3.22M Sell
86,688
-2,196
-2% -$90.2K 1.23% 30
2022
Q1 		$4.26M Buy
88,884
+198
+0.2% +$9.37K 1.31% 29
2021
Q4 		$4.33M Buy
88,686
+822
+0.9% +$42.8K 1.32% 30
2021
Q3 		$4.26M Sell
87,864
-4,680
-5% -$233K 1.39% 28
2021
Q2 		$4.42M Buy
92,544
+8,586
+10% +$390K 1.47% 26
2021
Q1 		$3.6M Buy
83,958
+2,880
+4% +$123K 1.41% 26
2020
Q4 		$3.42M Sell
81,078
-4,242
-5% -$169K 1.36% 25
2020
Q3 		$3.35M Sell
85,320
-12,570
-13% -$464K 1.59% 23
2020
Q2 		$3.47M Buy
+97,890
New +$3.01M 1.61% 25
2019
Q2 		– Sell
-600
Closed -$15K – 309
2019
Q1 		$15K Buy
+600
New +$14.8K 0.01% 202
2018
Q4 		– Hold
0
– – – 222
2018
Q3 		– Hold
0
– – – 207
2018
Q2 		– Sell
-600
Closed -$14K – 247
2018
Q1 		$14K Hold
600
– – 0.01% 182
2017
Q4 		$14K Sell
600
-600
-50% -$13.8K 0.01% 176
2017
Q3 		$26K Hold
1,200
– – 0.02% 153
2017
Q2 		$25K Hold
1,200
– – 0.02% 141
2017
Q1 		$24.3K Hold
1,200
– – 0.02% 141
2016
Q4 		$22.3K Hold
1,200
– – 0.01% 144
2016
Q3 		$22.5K Sell
1,200
-2,280
-66% -$42.4K 0.02% 145
2016
Q2 		$62.2K Hold
3,480
– – 0.04% 112
2016
Q1 		$61.7K Buy
+3,480
New +$58.3K 0.05% 108

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

WESPAC Advisors SoCal's VUG Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q2 2026, buying an estimated $718K and bringing the position to 35,533 shares worth $3.06M. The position accounts for 0.55% of the portfolio, ranked #48.

WESPAC Advisors SoCal first reported a position in VUG in Q1 2016 and has held it in 35 quarters since. The position peaked at $5.58M in Q1 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • WESPAC Advisors SoCal held 35,533 shares of Vanguard Morningstar Growth ETF worth $3.06M as of Q2 2026.
  • WESPAC Advisors SoCal bought 8,533 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $718K.
  • Vanguard Morningstar Growth ETF made up 0.55% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #48 holding.
  • WESPAC Advisors SoCal first reported a position in Vanguard Morningstar Growth ETF in Q1 2016 and has held it in 35 quarters since.
  • WESPAC Advisors SoCal's Vanguard Morningstar Growth ETF position peaked at $5.58M in Q1 2024.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.