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

Atlas 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	$279K	Sell	3,241 -29	-0.9%	-$2.44K	0.04%	147
2026 Q1	$238K	Sell	3,270 -936	-22%	-$72.8K	0.07%	102
2025 Q4	$342K	Hold	4,206	–	–	0.1%	84
2025 Q3	$336K	Sell	4,206 -1,302	-24%	-$99.5K	0.11%	81
2025 Q2	$398K	Sell	5,508 -1,458	-21%	-$96K	0.15%	74
2025 Q1	$431K	Hold	6,966	–	–	0.17%	63
2024 Q4	$477K	Buy	+6,966	New	+$468K	0.18%	59

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 22.9% 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

Atlas Wealth's VUG Position: Q2 2026 in Review

Atlas Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.89% in Q2 2026, selling an estimated $2.44K and leaving 3,241 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #147.

Atlas Wealth first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $477K in Q4 2024. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Atlas Wealth held 3,241 shares of Vanguard Morningstar Growth ETF worth $279K as of Q2 2026.
Atlas Wealth sold 29 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.44K.
Vanguard Morningstar Growth ETF made up 0.04% of Atlas Wealth's portfolio in Q2 2026, its #147 holding.
Atlas Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Wealth's Vanguard Morningstar Growth ETF position peaked at $477K in Q4 2024.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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