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White Knight Strategic Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

White Knight Strategic Wealth 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 		$2.14M Sell
24,859
-287
-1% -$24.1K 1.5% 15
2026
Q1 		$1.83M Sell
25,146
-60
-0.2% -$4.67K 1.54% 15
2025
Q4 		$2.05M Sell
25,206
-12
-0% -$974 1.5% 15
2025
Q3 		$2.02M Sell
25,218
-102
-0.4% -$7.79K 1.59% 16
2025
Q2 		$1.85M Sell
25,320
-186
-0.7% -$12.2K 1.57% 16
2025
Q1 		$1.58M Sell
25,506
-25,986
-50% -$1.75M 1.45% 15
2024
Q4 		$3.52M Buy
51,492
+23,268
+82% +$1.56M 1.47% 17
2024
Q3 		$1.81M Sell
28,224
-36
-0.1% -$2.23K 1.64% 15
2024
Q2 		$1.76M Sell
28,260
-1,224
-4% -$71.4K 1.76% 15
2024
Q1 		$1.69M Sell
29,484
-846
-3% -$46.5K 1.76% 16
2023
Q4 		$1.57M Sell
30,330
-624
-2% -$30.1K 1.81% 15
2023
Q3 		$1.4M Sell
30,954
-1,428
-4% -$67.4K 1.86% 15
2023
Q2 		$1.53M Sell
32,382
-3,102
-9% -$135K 1.79% 15
2023
Q1 		$1.48M Sell
35,484
-180
-0.5% -$7K 1.85% 16
2022
Q4 		$1.27M Hold
35,664
– – 1.74% 16
2022
Q3 		$1.27M Sell
35,664
-336
-0.9% -$13.5K 1.82% 15
2022
Q2 		$1.34M Buy
36,000
+3,702
+11% +$152K 1.85% 15
2022
Q1 		$1.55M Sell
32,298
-66
-0.2% -$3.12K 1.67% 17
2021
Q4 		$1.73M Buy
+32,364
New +$1.69M 1.81% 17

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

White Knight Strategic Wealth Advisors's VUG Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q2 2026, selling an estimated $24.1K and leaving 24,859 shares worth $2.14M. The position accounts for 1.5% of the portfolio, ranked #15.

White Knight Strategic Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.52M in Q4 2024. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 24,859 shares of Vanguard Morningstar Growth ETF worth $2.14M as of Q2 2026.
  • White Knight Strategic Wealth Advisors sold 287 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $24.1K.
  • Vanguard Morningstar Growth ETF made up 1.5% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • White Knight Strategic Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $3.52M in Q4 2024.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.