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

Abound 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 		$901K Buy
10,456
+1,528
+17% +$129K 0.18% 39
2026
Q1 		$650K Buy
8,928
+1,074
+14% +$83.5K 0.15% 46
2025
Q4 		$639K Buy
7,854
+12
+0.2% +$974 0.15% 41
2025
Q3 		$627K Buy
7,842
+2,346
+43% +$179K 0.16% 43
2025
Q2 		$401K Buy
5,496
+1,110
+25% +$73.1K 0.11% 48
2025
Q1 		$271K Buy
4,386
+288
+7% +$19.4K 0.09% 56
2024
Q4 		$280K Buy
4,098
+12
+0.3% +$806 0.09% 52
2024
Q3 		$261K Hold
4,086
– – 0.09% 51
2024
Q2 		$255K Sell
4,086
-72
-2% -$4.2K 0.09% 49
2024
Q1 		$238K Sell
4,158
-3,732
-47% -$205K 0.09% 53
2023
Q4 		$409K Buy
7,890
+156
+2% +$7.53K 0.16% 38
2023
Q3 		$351K Buy
7,734
+966
+14% +$45.6K 0.15% 41
2023
Q2 		$319K Sell
6,768
-660
-9% -$28.6K 0.13% 43
2023
Q1 		$309K Sell
7,428
-246
-3% -$9.57K 0.14% 41
2022
Q4 		$273K Sell
7,674
-942
-11% -$34.7K 0.13% 39
2022
Q3 		$307K Sell
8,616
-198
-2% -$7.96K 0.17% 36
2022
Q2 		$327K Buy
8,814
+6
+0.1% +$246 0.18% 35
2022
Q1 		$422K Buy
8,808
+540
+7% +$25.5K 0.3% 28
2021
Q4 		$442K Buy
+8,268
New +$431K 0.35% 24

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

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

Abound Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q2 2026, buying an estimated $129K and bringing the position to 10,456 shares worth $901K. The position accounts for 0.18% of the portfolio, ranked #39.

Abound Wealth Management 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.

  • Abound Wealth Management held 10,456 shares of Vanguard Morningstar Growth ETF worth $901K as of Q2 2026.
  • Abound Wealth Management bought 1,528 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $129K.
  • Vanguard Morningstar Growth ETF made up 0.18% of Abound Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Abound Wealth Management 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 Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.