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

Alteri 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	$1.38M	Buy	15,991 +79	+0.5%	+$6.65K	0.38%	54
2026 Q1	$1.16M	Buy	15,912 +24	+0.2%	+$1.87K	0.38%	57
2025 Q4	$1.29M	Buy	15,888 +1,080	+7%	+$87.6K	0.42%	50
2025 Q3	$1.18M	Buy	14,808 +3,966	+37%	+$303K	0.41%	54
2025 Q2	$792K	Buy	10,842 +384	+4%	+$25.3K	0.31%	77
2025 Q1	$646K	Sell	10,458 -294	-3%	-$19.8K	0.28%	83
2024 Q4	$736K	Buy	+10,752	New	+$722K	0.2%	76

Other funds holding VUG

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 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 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

Alteri Wealth's VUG Position: Q2 2026 in Review

Alteri Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.5% in Q2 2026, buying an estimated $6.65K and bringing the position to 15,991 shares worth $1.38M. The position accounts for 0.38% of the portfolio, ranked #54.

Alteri Wealth first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Alteri Wealth held 15,991 shares of Vanguard Morningstar Growth ETF worth $1.38M as of Q2 2026.
Alteri Wealth bought 79 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $6.65K.
Vanguard Morningstar Growth ETF made up 0.38% of Alteri Wealth's portfolio in Q2 2026, its #54 holding.
Alteri Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.