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

Angeles 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 		$13.5M Buy
156,149
+851
+0.5% +$71.6K 0.61% 24
2026
Q1 		$11.3M Sell
155,298
-312
-0.2% -$24.3K 0.62% 25
2025
Q4 		$12.7M Sell
155,610
-1,752
-1% -$142K 0.7% 24
2025
Q3 		$12.6M Sell
157,362
-1,680
-1% -$128K 0.77% 21
2025
Q2 		$11.6M Buy
159,042
+39,996
+34% +$2.63M 0.8% 21
2025
Q1 		$7.36M Buy
119,046
+1,002
+0.8% +$67.6K 0.61% 22
2024
Q4 		$8.07M Sell
118,044
-510
-0.4% -$34.3K 0.67% 22
2024
Q3 		$7.59M Sell
118,554
-60
-0.1% -$3.72K 0.65% 22
2024
Q2 		$7.39M Hold
118,614
– – 0.69% 24
2024
Q1 		$6.8M Sell
118,614
-25,362
-18% -$1.39M 0.68% 25
2023
Q4 		$7.46M Sell
143,976
-996
-0.7% -$48.1K 0.91% 21
2023
Q3 		$6.58M Buy
144,972
+654
+0.5% +$30.9K 0.93% 20
2023
Q2 		$6.81M Sell
144,318
-720
-0.5% -$31.2K 0.93% 20
2023
Q1 		$6.03M Sell
145,038
-1,566
-1% -$60.9K 0.9% 23
2022
Q4 		$5.21M Buy
146,604
+50,250
+52% +$1.85M 0.91% 24
2022
Q3 		$3.44M Sell
96,354
-24,930
-21% -$1M 0.68% 25
2022
Q2 		$4.5M Sell
121,284
-62,922
-34% -$2.59M 0.9% 23
2022
Q1 		$8.83M Buy
+184,206
New +$8.71M 1.67% 15

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

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

Angeles Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.55% in Q2 2026, buying an estimated $71.6K and bringing the position to 156,149 shares worth $13.5M. The position accounts for 0.61% of the portfolio, ranked #24.

Angeles Wealth Management first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Angeles Wealth Management held 156,149 shares of Vanguard Morningstar Growth ETF worth $13.5M as of Q2 2026.
  • Angeles Wealth Management bought 851 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $71.6K.
  • Vanguard Morningstar Growth ETF made up 0.61% of Angeles Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Angeles Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.