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BCR Wealth Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BCR Wealth Strategies’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 		– Sell
-5,598
Closed -$407K – 36
2026
Q1 		$407K Buy
5,598
+612
+12% +$47.6K 0.13% 29
2025
Q4 		$405K Buy
+4,986
New +$405K 0.13% 27

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

BCR Wealth Strategies's VUG Position: Q2 2026 in Review

BCR Wealth Strategies sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 5,598 shares — an estimated $407K sold.

BCR Wealth Strategies first reported a position in VUG in Q4 2025 and held it in 2 quarters. The position peaked at $407K in Q1 2026. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • BCR Wealth Strategies reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • BCR Wealth Strategies sold 5,598 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $407K.
  • BCR Wealth Strategies first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and held it in 2 quarters.
  • BCR Wealth Strategies's Vanguard Morningstar Growth ETF position peaked at $407K in Q1 2026.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.