World Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

World Investment 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	$25.5M	Sell	167,019 -182,343	-52%	-$15.3M	0.42%	47
2026 Q1	$25.4M	Buy	349,362 +18,348	+6%	+$1.43M	0.41%	47
2025 Q4	$26.9M	Buy	331,014 +173,742	+110%	+$14.1M	0.44%	43
2025 Q3	$12.6M	Buy	157,272 +75,450	+92%	+$5.77M	0.26%	79
2025 Q2	$5.98M	Buy	81,822 +10,200	+14%	+$672K	0.14%	172
2025 Q1	$4.43M	Sell	71,622 -12,228	-15%	-$824K	0.11%	210
2024 Q4	$5.74M	Buy	83,850 +32,178	+62%	+$2.16M	0.16%	150
2024 Q3	$3.31M	Buy	51,672 +4,908	+10%	+$304K	0.1%	222
2024 Q2	$2.91M	Buy	46,764 +39,258	+523%	+$2.29M	0.18%	116
2024 Q1	$431K	Sell	7,506 -31,446	-81%	-$1.73M	0.06%	249
2023 Q4	$2.02M	Buy	38,952 +2,592	+7%	+$125K	0.26%	86
2023 Q3	$1.65M	Buy	36,360 +390	+1%	+$18.4K	0.33%	63
2023 Q2	$1.7M	Sell	35,970 -294	-0.8%	-$12.8K	0.33%	59
2023 Q1	$1.51M	Sell	36,264 -258	-0.7%	-$10K	0.31%	62
2022 Q4	$1.3M	Sell	36,522 -9,828	-21%	-$362K	0.3%	62
2022 Q3	$1.65M	Sell	46,350 -1,158	-2%	-$46.5K	0.39%	45
2022 Q2	$2.03M	Sell	47,508 -4,590	-9%	-$189K	0.43%	43
2022 Q1	$2.5M	Sell	52,098 -240	-0.5%	-$11.4K	0.52%	38
2021 Q4	$2.52M	Buy	52,338 +9,504	+22%	+$495K	0.53%	37
2021 Q3	$2.07M	Sell	42,834 -30	-0.1%	-$1.49K	0.47%	38
2021 Q2	$2.05M	Buy	42,864 +5,454	+15%	+$248K	0.47%	42
2021 Q1	$1.62M	Buy	37,410 +576	+2%	+$24.6K	0.39%	47
2020 Q4	$1.65M	Sell	36,834 -1,878	-5%	-$75K	0.42%	47
2020 Q3	$1.47M	Buy	38,712 +6,420	+20%	+$237K	0.5%	38
2020 Q2	$1.2M	Buy	32,292 +5,370	+20%	+$165K	0.42%	42
2020 Q1	$703K	Sell	26,922 -1,284	-5%	-$38.5K	0.33%	50
2019 Q4	$856K	Buy	28,206 +5,838	+26%	+$169K	0.33%	48
2019 Q3	$620K	Sell	22,368 -306	-1%	-$8.49K	0.27%	56
2019 Q2	$622K	Sell	22,674 -3,078	-12%	-$82.2K	0.27%	53
2019 Q1	$673K	Sell	25,752 -318	-1%	-$7.85K	0.31%	47
2018 Q4	$650K	Buy	+26,070	New	+$632K	0.29%	54

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 22.9% 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

World Investment Advisors's VUG Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 52% in Q2 2026, selling an estimated $15.3M and leaving 167,019 shares worth $25.5M. The position accounts for 0.42% of the portfolio, ranked #47.

World Investment Advisors first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $26.9M in Q4 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

World Investment Advisors held 167,019 shares of Vanguard Morningstar Growth ETF worth $25.5M as of Q2 2026.
World Investment Advisors sold 182,343 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $15.3M.
Vanguard Morningstar Growth ETF made up 0.42% of World Investment Advisors's portfolio in Q2 2026, its #47 holding.
World Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
World Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $26.9M in Q4 2025.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.