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Zinnia Wealth Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Zinnia Wealth Advisory’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 		$1.79M Sell
20,787
-18,627
-47% -$1.57M 1.83% 14
2026
Q1 		$2.87M Buy
39,414
+18,750
+91% +$1.46M 3.21% 10
2025
Q4 		$1.68M Buy
+20,664
New +$1.68M 1.82% 15

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

Zinnia Wealth Advisory's VUG Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its Vanguard Morningstar Growth ETF (VUG) stake by 47% in Q2 2026, selling an estimated $1.57M and leaving 20,787 shares worth $1.79M. The position accounts for 1.83% of the portfolio, ranked #14.

Zinnia Wealth Advisory first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.87M in Q1 2026. 2,883 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Zinnia Wealth Advisory held 20,787 shares of Vanguard Morningstar Growth ETF worth $1.79M as of Q2 2026.
  • Zinnia Wealth Advisory sold 18,627 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.57M.
  • Vanguard Morningstar Growth ETF made up 1.83% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #14 holding.
  • Zinnia Wealth Advisory first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's Vanguard Morningstar Growth ETF position peaked at $2.87M in Q1 2026.
  • 2,883 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.