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

Ankerstar 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 		$130K Hold
1,512
– – 0.11% 105
2026
Q1 		$110K Sell
1,512
-372
-20% -$28.9K 0.12% 99
2025
Q4 		$153K Buy
+1,884
New +$153K 0.15% 77

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

Ankerstar Wealth's VUG Position: Q2 2026 in Review

Ankerstar Wealth held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 1,512 shares worth $130K. The position accounts for 0.11% of the portfolio, ranked #105.

Ankerstar Wealth first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $153K in Q4 2025. 2,876 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Ankerstar Wealth held 1,512 shares of Vanguard Morningstar Growth ETF worth $130K as of Q2 2026.
  • Ankerstar Wealth left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.11% of Ankerstar Wealth's portfolio in Q2 2026, its #105 holding.
  • Ankerstar Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Ankerstar Wealth's Vanguard Morningstar Growth ETF position peaked at $153K in Q4 2025.
  • 2,876 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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