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

Barnes Wealth Management Group’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	$2.45M	Sell	28,487 -43	-0.2%	-$3.62K	1.13%	20
2026 Q1	$2.08M	Buy	28,530 +726	+3%	+$56.5K	1.05%	23
2025 Q4	$2.26M	Sell	27,804 -1,602	-5%	-$130K	1.21%	23
2025 Q3	$2.35M	Sell	29,406 -774	-3%	-$59.1K	1.29%	22
2025 Q2	$2.21M	Sell	30,180 -1,386	-4%	-$91.3K	1.3%	23
2025 Q1	$1.95M	Sell	31,566 -2,328	-7%	-$157K	1.25%	22
2024 Q4	$2.32M	Buy	+33,894	New	+$2.28M	1.55%	19

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

Barnes Wealth Management Group's VUG Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.15% in Q2 2026, selling an estimated $3.62K and leaving 28,487 shares worth $2.45M. The position accounts for 1.13% of the portfolio, ranked #20.

Barnes Wealth Management Group first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Barnes Wealth Management Group held 28,487 shares of Vanguard Morningstar Growth ETF worth $2.45M as of Q2 2026.
Barnes Wealth Management Group sold 43 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.62K.
Vanguard Morningstar Growth ETF made up 1.13% of Barnes Wealth Management Group's portfolio in Q2 2026, its #20 holding.
Barnes Wealth Management Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.