Win Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Win 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	$8.65M	Buy	+100,446	New	+$8.45M	3.08%	13
2026 Q1	–	Sell	-113,778	Closed	-$9.25M	–	125
2025 Q4	$9.25M	Sell	113,778 -133,674	-54%	-$10.8M	3.93%	9
2025 Q3	$19.8M	Buy	247,452 +41,736	+20%	+$3.19M	9.63%	2
2025 Q2	$15M	Buy	+205,716	New	+$13.5M	7.25%	3
2024 Q3	–	Sell	-246,522	Closed	-$15.4M	–	87
2024 Q2	$15.4M	Buy	+246,522	New	+$14.4M	6.86%	4
2024 Q1	–	Sell	-7,866	Closed	-$408K	–	92
2023 Q4	$408K	Buy	+7,866	New	+$380K	0.18%	44
2023 Q3	–	Sell	-72,030	Closed	-$2.83M	–	69
2023 Q2	$2.83M	Buy	72,030 +54,438	+309%	+$2.36M	3.79%	3
2023 Q1	$735K	Buy	17,592 +17,424	+10,371%	+$678K	0.29%	29
2022 Q4	$5.97K	Sell	168 -84	-33%	-$3.09K	﹤0.01%	114
2022 Q3	$9K	Hold	252	–	–	﹤0.01%	95
2022 Q2	$9K	Sell	252 -175,452	-100%	-$7.21M	0.02%	122
2022 Q1	$8.42M	Buy	+175,704	New	+$8.31M	2.21%	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

Win Advisors's VUG Position: Q2 2026 in Review

Win Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 100,446 shares worth $8.65M. The stake represents 3.08% of the portfolio and ranks #13 among its holdings. This is a return to the name: Win Advisors previously reported a position in VUG as recently as Q4 2025.

Win Advisors first reported a position in VUG in Q1 2022 and has held it in 12 quarters since. The position peaked at $19.8M in Q3 2025. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Win Advisors held 100,446 shares of Vanguard Morningstar Growth ETF worth $8.65M as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Win Advisors position in Q2 2026.
Vanguard Morningstar Growth ETF made up 3.08% of Win Advisors's portfolio in Q2 2026, its #13 holding.
Win Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 12 quarters since.
Win Advisors's Vanguard Morningstar Growth ETF position peaked at $19.8M in Q3 2025.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.