ZF
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Zhang Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Zhang Financial’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 		$33.9M Buy
393,248
+21,584
+6% +$1.82M 0.99% 20
2026
Q1 		$27.1M Buy
371,664
+66,882
+22% +$5.2M 0.94% 23
2025
Q4 		$24.8M Buy
304,782
+93,330
+44% +$7.57M 0.92% 24
2025
Q3 		$16.9M Buy
211,452
+63,108
+43% +$4.82M 0.69% 32
2025
Q2 		$10.8M Buy
148,344
+62,790
+73% +$4.13M 0.5% 40
2025
Q1 		$5.29M Buy
85,554
+24,774
+41% +$1.67M 0.28% 50
2024
Q4 		$4.16M Buy
60,780
+144
+0.2% +$9.67K 0.24% 52
2024
Q3 		$3.88M Hold
60,636
– – 0.24% 54
2024
Q2 		$3.78M Hold
60,636
– – 0.26% 52
2024
Q1 		$3.48M Sell
60,636
-2,292
-4% -$126K 0.26% 53
2023
Q4 		$3.26M Sell
62,928
-294
-0.5% -$14.2K 0.28% 50
2023
Q3 		$2.87M Hold
63,222
– – 0.29% 46
2023
Q2 		$2.98M Buy
63,222
+6
+0% +$260 0.31% 47
2023
Q1 		$2.63M Hold
63,216
– – 0.3% 54
2022
Q4 		$2.25M Buy
63,216
+47,802
+310% +$1.76M 0.29% 59
2022
Q3 		$550K Hold
15,414
– – 0.08% 125
2022
Q2 		$573K Sell
15,414
-960
-6% -$39.4K 0.09% 121
2022
Q1 		$785K Buy
16,374
+2,454
+18% +$116K 0.13% 98
2021
Q4 		$745K Hold
13,920
– – 0.13% 95
2021
Q3 		$673K Hold
13,920
– – 0.16% 74
2021
Q2 		$665K Sell
13,920
-540
-4% -$24.5K 0.16% 67
2021
Q1 		$619K Buy
14,460
+1,284
+10% +$54.9K 0.17% 65
2020
Q4 		$556K Sell
13,176
-366
-3% -$14.6K 0.17% 60
2020
Q3 		$514K Buy
13,542
+2,124
+19% +$78.4K 0.19% 54
2020
Q2 		$385K Hold
11,418
– – 0.15% 63
2020
Q1 		$298K Hold
11,418
– – 0.13% 71
2019
Q4 		$347K Hold
11,418
– – 0.13% 73
2019
Q3 		$316K Hold
11,418
– – 0.13% 68
2019
Q2 		$311K Buy
+11,418
New +$305K 0.13% 67

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

Zhang Financial's VUG Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.8% in Q2 2026, buying an estimated $1.82M and bringing the position to 393,248 shares worth $33.9M. The position accounts for 0.99% of the portfolio, ranked #20.

Zhang Financial first reported a position in VUG in Q2 2019 and has held it in 29 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Zhang Financial held 393,248 shares of Vanguard Morningstar Growth ETF worth $33.9M as of Q2 2026.
  • Zhang Financial bought 21,584 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.82M.
  • Vanguard Morningstar Growth ETF made up 0.99% of Zhang Financial's portfolio in Q2 2026, its #20 holding.
  • Zhang Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.