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

West 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 		$2.04M Buy
23,639
+29
+0.1% +$2.44K 0.31% 31
2026
Q1 		$1.72M Sell
23,610
-54
-0.2% -$4.2K 0.29% 31
2025
Q4 		$1.92M Sell
23,664
-9,804
-29% -$796K 0.32% 30
2025
Q3 		$2.68M Sell
33,468
-210
-0.6% -$16K 0.44% 25
2025
Q2 		$2.46M Buy
33,678
+2,292
+7% +$151K 0.43% 26
2025
Q1 		$1.94M Sell
31,386
-1,434
-4% -$96.7K 0.37% 26
2024
Q4 		$2.24M Buy
32,820
+1,830
+6% +$123K 0.43% 26
2024
Q3 		$1.98M Sell
30,990
-144
-0.5% -$8.93K 0.38% 27
2024
Q2 		$1.94M Buy
31,134
+504
+2% +$29.4K 0.4% 28
2024
Q1 		$1.76M Sell
30,630
-4,128
-12% -$227K 0.38% 28
2023
Q4 		$1.8M Buy
34,758
+1,920
+6% +$92.7K 0.41% 27
2023
Q3 		$1.49M Hold
32,838
– – 0.37% 25
2023
Q2 		$1.55M Buy
32,838
+984
+3% +$42.7K 0.38% 25
2023
Q1 		$1.32M Sell
31,854
-2,694
-8% -$105K 0.35% 28
2022
Q4 		$1.23M Sell
34,548
-9,168
-21% -$337K 0.34% 27
2022
Q3 		$1.56M Buy
43,716
+750
+2% +$30.1K 0.47% 24
2022
Q2 		$1.6M Buy
42,966
+732
+2% +$30.1K 0.46% 22
2022
Q1 		$2.02M Buy
42,234
+16,680
+65% +$789K 0.53% 20
2021
Q4 		$1.37M Buy
25,554
+2,010
+9% +$105K 0.37% 19
2021
Q3 		$1.14M Buy
23,544
+4,950
+27% +$246K 0.33% 22
2021
Q2 		$889K Buy
18,594
+150
+0.8% +$6.81K 0.27% 23
2021
Q1 		$790K Hold
18,444
– – 0.26% 25
2020
Q4 		$779K Buy
+18,444
New +$736K 0.28% 21

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

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

West Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.12% in Q2 2026, buying an estimated $2.44K and bringing the position to 23,639 shares worth $2.04M. The position accounts for 0.31% of the portfolio, ranked #31.

West Financial Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.68M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • West Financial Advisors held 23,639 shares of Vanguard Morningstar Growth ETF worth $2.04M as of Q2 2026.
  • West Financial Advisors bought 29 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.44K.
  • Vanguard Morningstar Growth ETF made up 0.31% of West Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • West Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $2.68M in Q3 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.