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

Balance 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 		$268K Buy
3,117
+69
+2% +$5.81K 0.07% 139
2026
Q1 		$222K Buy
+3,048
New +$237K 0.07% 135
2025
Q4 		– Sell
-4,620
Closed -$369K – 151
2025
Q3 		$369K Buy
+4,620
New +$353K 0.09% 105

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

Balance Wealth's VUG Position: Q2 2026 in Review

Balance Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q2 2026, buying an estimated $5.81K and bringing the position to 3,117 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #139.

Balance Wealth first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. The position peaked at $369K in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Balance Wealth held 3,117 shares of Vanguard Morningstar Growth ETF worth $268K as of Q2 2026.
  • Balance Wealth bought 69 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.81K.
  • Vanguard Morningstar Growth ETF made up 0.07% of Balance Wealth's portfolio in Q2 2026, its #139 holding.
  • Balance Wealth first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Balance Wealth's Vanguard Morningstar Growth ETF position peaked at $369K in Q3 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.