AMM
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American Money Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

American Money 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 		$224K Buy
+2,605
New +$219K 0.03% 163
2026
Q1 		– Sell
-2,892
Closed -$235K – 172
2025
Q4 		$235K Sell
2,892
-270
-9% -$21.9K 0.04% 147
2025
Q3 		$253K Sell
3,162
-186
-6% -$14.2K 0.04% 134
2025
Q2 		$245K Sell
3,348
-114
-3% -$7.5K 0.04% 131
2025
Q1 		$214K Buy
3,462
+504
+17% +$34K 0.04% 131
2024
Q4 		$202K Sell
2,958
-1,344
-31% -$90.3K 0.04% 138
2024
Q3 		$275K Buy
4,302
+660
+18% +$40.9K 0.06% 125
2024
Q2 		$227K Sell
3,642
-258
-7% -$15K 0.05% 129
2024
Q1 		$224K Sell
3,900
-612
-14% -$33.7K 0.05% 133
2023
Q4 		$234K Sell
4,512
-780
-15% -$37.7K 0.05% 126
2023
Q3 		$240K Sell
5,292
-414
-7% -$19.6K 0.06% 123
2023
Q2 		$269K Sell
5,706
-366
-6% -$15.9K 0.07% 121
2023
Q1 		$252K Sell
6,072
-354
-6% -$13.8K 0.07% 122
2022
Q4 		$228K Sell
6,426
-24
-0.4% -$883 0.07% 122
2022
Q3 		$230K Sell
6,450
-234
-4% -$9.41K 0.07% 121
2022
Q2 		$248K Sell
6,684
-60
-0.9% -$2.46K 0.07% 120
2022
Q1 		$323K Hold
6,744
– – 0.09% 113
2021
Q4 		$361K Sell
6,744
-288
-4% -$15K 0.09% 112
2021
Q3 		$340K Buy
+7,032
New +$350K 0.1% 113

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

American Money Management's VUG Position: Q2 2026 in Review

American Money Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,605 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: American Money Management previously reported a position in VUG as recently as Q4 2025.

American Money Management first reported a position in VUG in Q3 2021 and has held it in 19 quarters since. The position peaked at $361K in Q4 2021. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • American Money Management held 2,605 shares of Vanguard Morningstar Growth ETF worth $224K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new American Money Management position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.03% of American Money Management's portfolio in Q2 2026, its #163 holding.
  • American Money Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • American Money Management's Vanguard Morningstar Growth ETF position peaked at $361K in Q4 2021.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.