Amplius Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Amplius Wealth Advisors’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	$498K	Sell	5,780 -166	-3%	-$14K	0.04%	128
2026 Q1	$433K	Buy	5,946 +6	+0.1%	+$467	0.04%	116
2025 Q4	$483K	Sell	5,940 -300	-5%	-$24.3K	0.04%	107
2025 Q3	$499K	Sell	6,240 -462	-7%	-$35.3K	0.04%	103
2025 Q2	$490K	Buy	6,702 +228	+4%	+$15K	0.05%	120
2025 Q1	$400K	Buy	6,474 +624	+11%	+$42.1K	0.04%	124
2024 Q4	$400K	Buy	5,850 +852	+17%	+$57.2K	0.04%	120
2024 Q3	$320K	Buy	4,998 +54	+1%	+$3.35K	0.03%	124
2024 Q2	$308K	Sell	4,944 -438	-8%	-$25.5K	0.03%	126
2024 Q1	$309K	Buy	5,382 +936	+21%	+$51.5K	0.03%	127
2023 Q4	$230K	Sell	4,446 -228	-5%	-$11K	0.03%	153
2023 Q3	$212K	Sell	4,674 -30	-0.6%	-$1.42K	0.03%	147
2023 Q2	$222K	Buy	+4,704	New	+$204K	0.03%	152
2022 Q4	–	Sell	-6,060	Closed	-$216K	–	196
2022 Q3	$216K	Buy	+6,060	New	+$244K	0.04%	142
2022 Q2	–	Sell	-8,430	Closed	-$404K	–	198
2022 Q1	$404K	Sell	8,430 -1,224	-13%	-$57.9K	0.06%	113
2021 Q4	$516K	Buy	+9,654	New	+$503K	0.07%	102

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

Amplius Wealth Advisors's VUG Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q2 2026, selling an estimated $14K and leaving 5,780 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #128.

Amplius Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 16 quarters since. The position peaked at $516K in Q4 2021. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Amplius Wealth Advisors held 5,780 shares of Vanguard Morningstar Growth ETF worth $498K as of Q2 2026.
Amplius Wealth Advisors sold 166 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $14K.
Vanguard Morningstar Growth ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #128 holding.
Amplius Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 16 quarters since.
Amplius Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $516K in Q4 2021.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.