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

Apex 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	$9.91M	Buy	115,103 +1,091	+1%	+$91.8K	6.06%	4
2026 Q1	$8.3M	Buy	114,012 +47,478	+71%	+$3.69M	5.69%	4
2025 Q4	$5.38M	Sell	66,534 -21,144	-24%	-$1.72M	5.46%	6
2025 Q3	$7.01M	Sell	87,678 -2,526	-3%	-$193K	5.01%	6
2025 Q2	$6.59M	Sell	90,204 -7,674	-8%	-$505K	5.29%	6
2025 Q1	$6.05M	Sell	97,878 -6,384	-6%	-$430K	5.44%	6
2024 Q4	$7.13M	Buy	+104,262	New	+$7M	6.16%	4

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

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

Apex Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.96% in Q2 2026, buying an estimated $91.8K and bringing the position to 115,103 shares worth $9.91M. The position accounts for 6.06% of the portfolio, ranked #4.

Apex Wealth Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Apex Wealth Management held 115,103 shares of Vanguard Morningstar Growth ETF worth $9.91M as of Q2 2026.
Apex Wealth Management bought 1,091 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $91.8K.
Vanguard Morningstar Growth ETF made up 6.06% of Apex Wealth Management's portfolio in Q2 2026, its #4 holding.
Apex Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.