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

Affinity 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 		$227K Buy
+2,640
New +$222K 0.03% 108
2026
Q1 		– Sell
-2,640
Closed -$215K – 116
2025
Q4 		$215K Hold
2,640
– – 0.03% 103
2025
Q3 		$211K Buy
+2,640
New +$202K 0.03% 106

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

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

Affinity Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,640 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #108 among its holdings. This is a return to the name: Affinity Wealth Management previously reported a position in VUG as recently as Q4 2025.

Affinity Wealth Management first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Affinity Wealth Management held 2,640 shares of Vanguard Morningstar Growth ETF worth $227K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Affinity Wealth Management position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.03% of Affinity Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Affinity Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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