William Mack & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

William Mack & Associates’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	$1.71M	Buy	19,827 +3,579	+22%	+$301K	0.6%	20
2026 Q1	$1.18M	Sell	16,248 -5,040	-24%	-$392K	0.68%	20
2025 Q4	$1.73M	Buy	21,288 +1,476	+7%	+$120K	0.81%	16
2025 Q3	$1.58M	Sell	19,812 -1,056	-5%	-$80.7K	0.85%	16
2025 Q2	$1.52M	Buy	20,868 +3,684	+21%	+$243K	0.97%	16
2025 Q1	$1.06M	Buy	17,184 +198	+1%	+$13.3K	0.91%	19
2024 Q4	$1.16M	Buy	+16,986	New	+$1.14M	1.22%	17

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

William Mack & Associates's VUG Position: Q2 2026 in Review

William Mack & Associates increased its Vanguard Morningstar Growth ETF (VUG) stake by 22% in Q2 2026, buying an estimated $301K and bringing the position to 19,827 shares worth $1.71M. The position accounts for 0.6% of the portfolio, ranked #20.

William Mack & Associates first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q4 2025. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

William Mack & Associates held 19,827 shares of Vanguard Morningstar Growth ETF worth $1.71M as of Q2 2026.
William Mack & Associates bought 3,579 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $301K.
Vanguard Morningstar Growth ETF made up 0.6% of William Mack & Associates's portfolio in Q2 2026, its #20 holding.
William Mack & Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
William Mack & Associates's Vanguard Morningstar Growth ETF position peaked at $1.73M in Q4 2025.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.