49 Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

49 Wealth 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	$3.1M	Buy	35,959 +9,865	+38%	+$830K	0.59%	42
2026 Q1	$1.9M	Buy	26,094 +20,904	+403%	+$1.63M	0.14%	46
2025 Q4	$422K	Buy	5,190 +228	+5%	+$18.5K	0.03%	127
2025 Q3	$397K	Buy	4,962 +120	+2%	+$9.17K	0.04%	121
2025 Q2	$354K	Sell	4,842 -864	-15%	-$56.9K	0.04%	118
2025 Q1	$353K	Buy	5,706 +576	+11%	+$38.8K	0.04%	120
2024 Q4	$351K	Buy	5,130 +1,020	+25%	+$68.5K	0.05%	110
2024 Q3	$263K	Buy	+4,110	New	+$255K	0.04%	131

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

49 Wealth Management's VUG Position: Q2 2026 in Review

49 Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 38% in Q2 2026, buying an estimated $830K and bringing the position to 35,959 shares worth $3.1M. The position accounts for 0.59% of the portfolio, ranked #42.

49 Wealth Management first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

49 Wealth Management held 35,959 shares of Vanguard Morningstar Growth ETF worth $3.1M as of Q2 2026.
49 Wealth Management bought 9,865 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $830K.
Vanguard Morningstar Growth ETF made up 0.59% of 49 Wealth Management's portfolio in Q2 2026, its #42 holding.
49 Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.