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

West Paces 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 		$489K Sell
5,680
-200
-3% -$16.8K 0.08% 104
2026
Q1 		$428K Sell
5,880
-714
-11% -$55.5K 0.08% 102
2025
Q4 		$536K Buy
6,594
+3,552
+117% +$288K 0.1% 88
2025
Q3 		$243K Sell
3,042
-96
-3% -$7.34K 0.05% 134
2025
Q2 		$229K Buy
3,138
+102
+3% +$6.71K 0.05% 139
2025
Q1 		$188K Buy
3,036
+30
+1% +$2.02K 0.04% 139
2024
Q4 		$206K Hold
3,006
– – 0.05% 130
2024
Q3 		$192K Hold
3,006
– – 0.05% 140
2024
Q2 		$187K Buy
3,006
+510
+20% +$29.7K 0.05% 124
2024
Q1 		$143K Buy
2,496
+198
+9% +$10.9K 0.04% 155
2023
Q4 		$119K Sell
2,298
-702
-23% -$33.9K 0.03% 160
2023
Q3 		$136K Hold
3,000
– – 0.04% 138
2023
Q2 		$141K Hold
3,000
– – 0.04% 146
2023
Q1 		$125K Hold
3,000
– – 0.04% 154
2022
Q4 		$107K Hold
3,000
– – 0.03% 160
2022
Q3 		$107K Hold
3,000
– – 0.04% 159
2022
Q2 		$111K Buy
3,000
+516
+21% +$21.2K 0.04% 157
2022
Q1 		$119K Sell
2,484
-1,926
-44% -$91.1K 0.04% 153
2021
Q4 		$236K Buy
4,410
+18
+0.4% +$938 0.07% 111
2021
Q3 		$212K Buy
4,392
+42
+1% +$2.09K 0.07% 109
2021
Q2 		$208K Hold
4,350
– – 0.08% 109
2021
Q1 		$186K Hold
4,350
– – 0.07% 110
2020
Q4 		$184K Hold
4,350
– – 0.08% 107
2020
Q3 		$165K Hold
4,350
– – 0.08% 113
2020
Q2 		$147K Hold
4,350
– – 0.08% 111
2020
Q1 		$114K Hold
4,350
– – 0.07% 121
2019
Q4 		$132K Hold
4,350
– – 0.07% 123
2019
Q3 		$121K Buy
+4,350
New +$121K 0.07% 120

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 Paces Advisors's VUG Position: Q2 2026 in Review

West Paces Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.4% in Q2 2026, selling an estimated $16.8K and leaving 5,680 shares worth $489K. The position accounts for 0.08% of the portfolio, ranked #104.

West Paces Advisors first reported a position in VUG in Q3 2019 and has held it in 28 quarters since. The position peaked at $536K in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • West Paces Advisors held 5,680 shares of Vanguard Morningstar Growth ETF worth $489K as of Q2 2026.
  • West Paces Advisors sold 200 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $16.8K.
  • Vanguard Morningstar Growth ETF made up 0.08% of West Paces Advisors's portfolio in Q2 2026, its #104 holding.
  • West Paces Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • West Paces Advisors's Vanguard Morningstar Growth ETF position peaked at $536K in Q4 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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