Zullo Investment Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Zullo Investment Group’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	$538K	Sell	6,240 -150	-2%	-$12.6K	0.18%	91
2026 Q1	$465K	Hold	6,390	–	–	0.18%	98
2025 Q4	$520K	Hold	6,390	–	–	0.19%	92
2025 Q3	$511K	Hold	6,390	–	–	0.19%	94
2025 Q2	$467K	Buy	6,390 +30	+0.5%	+$1.98K	0.19%	94
2025 Q1	$393K	Hold	6,360	–	–	0.17%	99
2024 Q4	$435K	Hold	6,360	–	–	0.18%	93
2024 Q3	$407K	Hold	6,360	–	–	0.17%	102
2024 Q2	$396K	Hold	6,360	–	–	0.17%	99
2024 Q1	$365K	Hold	6,360	–	–	0.17%	104
2023 Q4	$330K	Hold	6,360	–	–	0.17%	108
2023 Q3	$289K	Hold	6,360	–	–	0.17%	105
2023 Q2	$300K	Buy	6,360 +150	+2%	+$6.5K	0.17%	106
2023 Q1	$258K	Buy	6,210 +180	+3%	+$7K	0.16%	113
2022 Q4	$214K	Buy	6,030 +120	+2%	+$4.41K	0.13%	125
2022 Q3	$211K	Hold	5,910	–	–	0.14%	124
2022 Q2	$220K	Hold	5,910	–	–	0.14%	128
2022 Q1	$283K	Sell	5,910 -300	-5%	-$14.2K	0.15%	120
2021 Q4	$332K	Buy	+6,210	New	+$324K	0.17%	113

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

Zullo Investment Group's VUG Position: Q2 2026 in Review

Zullo Investment Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q2 2026, selling an estimated $12.6K and leaving 6,240 shares worth $538K. The position accounts for 0.18% of the portfolio, ranked #91.

Zullo Investment Group first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Zullo Investment Group held 6,240 shares of Vanguard Morningstar Growth ETF worth $538K as of Q2 2026.
Zullo Investment Group sold 150 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $12.6K.
Vanguard Morningstar Growth ETF made up 0.18% of Zullo Investment Group's portfolio in Q2 2026, its #91 holding.
Zullo Investment Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.