4WM
VUG icon

4J Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

4J 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 		$224K Buy
+2,604
New +$219K 0.11% 102
2026
Q1 		– Sell
-2,604
Closed -$212K – 105
2025
Q4 		$212K Hold
2,604
– – 0.12% 96
2025
Q3 		$208K Buy
+2,604
New +$199K 0.12% 92

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

4J Wealth Management's VUG Position: Q2 2026 in Review

4J Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,604 shares worth $224K. The stake represents 0.11% of the portfolio and ranks #102 among its holdings. This is a return to the name: 4J Wealth Management previously reported a position in VUG as recently as Q4 2025.

4J Wealth Management first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. 1,436 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • 4J Wealth Management held 2,604 shares of Vanguard Morningstar Growth ETF worth $224K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new 4J Wealth Management position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.11% of 4J Wealth Management's portfolio in Q2 2026, its #102 holding.
  • 4J Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.