Axim Planning & Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Axim Planning & 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	$250K	Sell	2,900 -70	-2%	-$5.89K	0.35%	67
2026 Q1	$216K	Buy	2,970 +330	+13%	+$25.7K	0.26%	72
2025 Q4	$215K	Sell	2,640 -198	-7%	-$16.1K	0.23%	70
2025 Q3	$227K	Sell	2,838 -138	-5%	-$10.5K	0.18%	74
2025 Q2	$217K	Buy	+2,976	New	+$196K	0.2%	57

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

Axim Planning & Wealth's VUG Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.4% in Q2 2026, selling an estimated $5.89K and leaving 2,900 shares worth $250K. The position accounts for 0.35% of the portfolio, ranked #67.

Axim Planning & Wealth first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Axim Planning & Wealth held 2,900 shares of Vanguard Morningstar Growth ETF worth $250K as of Q2 2026.
Axim Planning & Wealth sold 70 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.89K.
Vanguard Morningstar Growth ETF made up 0.35% of Axim Planning & Wealth's portfolio in Q2 2026, its #67 holding.
Axim Planning & Wealth first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.