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

BCS Wealth Management’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 		$6.34M Sell
73,543
-1,949
-3% -$164K 1.14% 21
2026
Q1 		$5.5M Sell
75,492
-73,518
-49% -$5.72M 1.12% 21
2025
Q4 		$12.1M Buy
149,010
+74,664
+100% +$6.06M 1.22% 18
2025
Q3 		$5.94M Sell
74,346
-132
-0.2% -$10.1K 1.34% 16
2025
Q2 		$5.44M Buy
74,478
+342
+0.5% +$22.5K 1.17% 19
2025
Q1 		$4.58M Sell
74,136
-942
-1% -$63.5K 1.18% 21
2024
Q4 		$5.14M Buy
+75,078
New +$5.04M 1.28% 17
2024
Q2 		– Sell
-48,696
Closed -$2.79M – 234
2024
Q1 		$2.79M Hold
48,696
– – 0.9% 27
2023
Q4 		$2.52M Hold
48,696
– – 0.93% 23
2023
Q3 		$2.21M Buy
+48,696
New +$2.3M 0.92% 25
2023
Q2 		– Sell
-49,374
Closed -$2.05M – 177
2023
Q1 		$2.05M Buy
49,374
+3,426
+7% +$133K 0.93% 28
2022
Q4 		$1.63M Sell
45,948
-2,364
-5% -$87K 0.68% 36
2022
Q3 		$1.72M Hold
48,312
– – 0.81% 26
2022
Q2 		$1.79M Hold
48,312
– – 0.8% 28
2022
Q1 		$2.32M Sell
48,312
-1,080
-2% -$51.1K 0.96% 21
2021
Q4 		$2.64M Buy
49,392
+1,080
+2% +$56.3K 0.95% 23
2021
Q3 		$2.34M Buy
+48,312
New +$2.4M 0.99% 21
2021
Q2 		– Sell
-48,408
Closed -$2.07M – 171
2021
Q1 		$2.07M Hold
48,408
– – 0.98% 21
2020
Q4 		$2.04M Buy
48,408
+96
+0.2% +$3.83K 1.06% 21
2020
Q3 		$1.83M Buy
48,312
+132
+0.3% +$4.87K 1.04% 23
2020
Q2 		$1.62M Hold
48,180
– – 0.97% 24
2020
Q1 		$1.26M Buy
48,180
+120
+0.2% +$3.59K 0.88% 25
2019
Q4 		$1.46M Buy
+48,060
New +$1.39M 0.97% 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

BCS Wealth Management's VUG Position: Q2 2026 in Review

BCS Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.6% in Q2 2026, selling an estimated $164K and leaving 73,543 shares worth $6.34M. The position accounts for 1.14% of the portfolio, ranked #21.

BCS Wealth Management first reported a position in VUG in Q4 2019 and has held it in 23 quarters since. The position peaked at $12.1M in Q4 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • BCS Wealth Management held 73,543 shares of Vanguard Morningstar Growth ETF worth $6.34M as of Q2 2026.
  • BCS Wealth Management sold 1,949 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $164K.
  • Vanguard Morningstar Growth ETF made up 1.14% of BCS Wealth Management's portfolio in Q2 2026, its #21 holding.
  • BCS Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • BCS Wealth Management's Vanguard Morningstar Growth ETF position peaked at $12.1M in Q4 2025.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.