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Alaethes Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Alaethes Wealth’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 		$678K Sell
7,871
-103
-1% -$8.67K 0.2% 81
2026
Q1 		$580K Sell
7,974
-66
-0.8% -$5.13K 0.17% 86
2025
Q4 		$654K Buy
8,040
+3,228
+67% +$262K 0.18% 84
2025
Q3 		$385K Hold
4,812
– – 0.11% 94
2025
Q2 		$352K Hold
4,812
– – 0.11% 94
2025
Q1 		$297K Buy
4,812
+1,572
+49% +$106K 0.11% 101
2024
Q4 		$222K Hold
3,240
– – 0.08% 104
2024
Q3 		$207K Buy
+3,240
New +$201K 0.08% 111

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

Alaethes Wealth's VUG Position: Q2 2026 in Review

Alaethes Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, selling an estimated $8.67K and leaving 7,871 shares worth $678K. The position accounts for 0.2% of the portfolio, ranked #81.

Alaethes Wealth first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Alaethes Wealth held 7,871 shares of Vanguard Morningstar Growth ETF worth $678K as of Q2 2026.
  • Alaethes Wealth sold 103 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.67K.
  • Vanguard Morningstar Growth ETF made up 0.2% of Alaethes Wealth's portfolio in Q2 2026, its #81 holding.
  • Alaethes Wealth first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.