ZIM
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Zacks Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Zacks Investment Management’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 		$1.07M Sell
12,451
-3,317
-21% -$279K 0.01% 417
2026
Q1 		$1.15M Buy
15,768
+18
+0.1% +$1.4K 0.01% 396
2025
Q4 		$1.28M Sell
15,750
-492
-3% -$39.9K 0.01% 396
2025
Q3 		$1.3M Buy
16,242
+816
+5% +$62.4K 0.01% 387
2025
Q2 		$1.13M Sell
15,426
-2,310
-13% -$152K 0.01% 392
2025
Q1 		$1.1M Buy
17,736
+864
+5% +$58.3K 0.01% 395
2024
Q4 		$1.15M Buy
16,872
+156
+0.9% +$10.5K 0.01% 401
2024
Q3 		$1.07M Buy
16,716
+108
+0.7% +$6.69K 0.01% 401
2024
Q2 		$1.04M Buy
16,608
+408
+3% +$23.8K 0.01% 365
2024
Q1 		$929K Buy
16,200
+582
+4% +$32K 0.01% 405
2023
Q4 		$809K Buy
15,618
+5,508
+54% +$266K 0.01% 405
2023
Q3 		$459K Buy
10,110
+1,728
+21% +$81.6K 0.01% 467
2023
Q2 		$395K Sell
8,382
-258
-3% -$11.2K 0.01% 490
2023
Q1 		$359K Buy
8,640
+2,400
+38% +$93.3K ﹤0.01% 496
2022
Q4 		$222K Buy
6,240
+198
+3% +$7.28K ﹤0.01% 549
2022
Q3 		$215K Buy
+6,042
New +$243K ﹤0.01% 529
2022
Q2 		– Sell
-4,602
Closed -$221K – 661
2022
Q1 		$221K Sell
4,602
-3,006
-40% -$142K ﹤0.01% 565
2021
Q4 		$407K Buy
+7,608
New +$396K 0.01% 491

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

Zacks Investment Management's VUG Position: Q2 2026 in Review

Zacks Investment Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q2 2026, selling an estimated $279K and leaving 12,451 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #417.

Zacks Investment Management first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.3M in Q3 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Zacks Investment Management held 12,451 shares of Vanguard Morningstar Growth ETF worth $1.07M as of Q2 2026.
  • Zacks Investment Management sold 3,317 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $279K.
  • Vanguard Morningstar Growth ETF made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #417 holding.
  • Zacks Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Zacks Investment Management's Vanguard Morningstar Growth ETF position peaked at $1.3M in Q3 2025.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.