Atlantic Edge Private Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Atlantic Edge Private 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	$1.1M	Buy	12,827 +11,795	+1,143%	+$992K	0.23%	72
2026 Q1	$75.1K	Sell	1,032 -5,400	-84%	-$420K	0.02%	202
2025 Q4	$523K	Sell	6,432 -11,670	-64%	-$947K	0.13%	92
2025 Q3	$1.45M	Sell	18,102 -3,300	-15%	-$252K	0.37%	60
2025 Q2	$1.56M	Buy	21,402 +20,040	+1,471%	+$1.32M	0.43%	55
2025 Q1	$84.2K	Sell	1,362 -24,600	-95%	-$1.66M	0.03%	171
2024 Q4	$1.78M	Buy	25,962 +11,370	+78%	+$764K	0.55%	50
2024 Q3	$934K	Sell	14,592 -6,360	-30%	-$394K	0.28%	76
2024 Q2	$1.31M	Buy	20,952 +4,512	+27%	+$263K	0.44%	59
2024 Q1	$943K	Sell	16,440 -4,902	-23%	-$270K	0.32%	71
2023 Q4	$1.11M	Buy	+21,342	New	+$1.03M	0.45%	61

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

Atlantic Edge Private Wealth Management's VUG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 1,143% in Q2 2026, buying an estimated $992K and bringing the position to 12,827 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #72.

Atlantic Edge Private Wealth Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q4 2024. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Atlantic Edge Private Wealth Management held 12,827 shares of Vanguard Morningstar Growth ETF worth $1.1M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 11,795 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $992K.
Vanguard Morningstar Growth ETF made up 0.23% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #72 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.78M in Q4 2024.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.