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

Accurate 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	$3.25M	Buy	37,167 +1,593	+4%	+$134K	0.31%	66
2026 Q1	$2.73M	Sell	35,574 -13,890	-28%	-$1.08M	0.33%	62
2025 Q4	$4.05M	Sell	49,464 -192	-0.4%	-$15.6K	0.51%	36
2025 Q3	$3.94M	Buy	49,656 +3,372	+7%	+$258K	0.52%	32
2025 Q2	$3.41M	Buy	46,284 +360	+0.8%	+$23.7K	0.52%	37
2025 Q1	$2.76M	Sell	45,924 -2,976	-6%	-$201K	0.53%	49
2024 Q4	$3.32M	Sell	48,900 -1,500	-3%	-$101K	0.64%	30
2024 Q3	$3.26M	Buy	50,400 +1,092	+2%	+$67.7K	0.66%	34
2024 Q2	$3.18M	Sell	49,308 -414	-0.8%	-$24.1K	0.76%	36
2024 Q1	$2.67M	Sell	49,722 -264	-0.5%	-$14.5K	0.78%	37
2023 Q4	$2.6M	Sell	49,986 -3,552	-7%	-$171K	0.81%	32
2023 Q3	$2.5M	Sell	53,538 -1,986	-4%	-$93.8K	0.79%	34
2023 Q2	$2.68M	Sell	55,524 -2,106	-4%	-$91.3K	0.83%	29
2023 Q1	$2.37M	Sell	57,630 -774	-1%	-$30.1K	0.82%	21
2022 Q4	$2.12M	Buy	58,404 +8,412	+17%	+$309K	0.78%	19
2022 Q3	$2.07M	Buy	49,992 +22,848	+84%	+$918K	0.86%	32
2022 Q2	$1.05M	Buy	27,144 +15,786	+139%	+$649K	0.57%	36
2022 Q1	$544K	Sell	11,358 -330	-3%	-$15.6K	0.24%	83
2021 Q4	$604K	Buy	11,688 +384	+3%	+$20K	0.49%	56
2021 Q3	$555K	Buy	11,304 +720	+7%	+$35.8K	0.48%	57
2021 Q2	$506K	Buy	+10,584	New	+$481K	0.44%	54

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

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

Accurate Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.5% in Q2 2026, buying an estimated $134K and bringing the position to 37,167 shares worth $3.25M. The position accounts for 0.31% of the portfolio, ranked #66.

Accurate Wealth Management first reported a position in VUG in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.05M in Q4 2025. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Accurate Wealth Management held 37,167 shares of Vanguard Morningstar Growth ETF worth $3.25M as of Q2 2026.
Accurate Wealth Management bought 1,593 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $134K.
Vanguard Morningstar Growth ETF made up 0.31% of Accurate Wealth Management's portfolio in Q2 2026, its #66 holding.
Accurate Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 21 quarters since.
Accurate Wealth Management's Vanguard Morningstar Growth ETF position peaked at $4.05M in Q4 2025.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.