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

Beaird Harris 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	$336K	Hold	3,900	–	–	0.02%	115
2026 Q1	$284K	Hold	3,900	–	–	0.02%	117
2025 Q4	$317K	Hold	3,900	–	–	0.02%	114
2025 Q3	$312K	Sell	3,900 -96	-2%	-$7.34K	0.02%	111
2025 Q2	$292K	Sell	3,996 -372	-9%	-$24.5K	0.02%	116
2025 Q1	$270K	Hold	4,368	–	–	0.02%	111
2024 Q4	$299K	Hold	4,368	–	–	0.03%	108
2024 Q3	$280K	Buy	4,368 +468	+12%	+$29K	0.02%	121
2024 Q2	$243K	Hold	3,900	–	–	0.02%	116
2024 Q1	$224K	Hold	3,900	–	–	0.02%	108
2023 Q4	$202K	Sell	3,900 -12	-0.3%	-$579	0.02%	108
2023 Q3	$178K	Buy	3,912 +1,650	+73%	+$77.9K	0.02%	103
2023 Q2	$107K	Hold	2,262	–	–	0.01%	130
2023 Q1	$94K	Sell	2,262 -66	-3%	-$2.57K	0.02%	132
2022 Q4	$82.7K	Sell	2,328 -660	-22%	-$24.3K	0.02%	149
2022 Q3	$107K	Buy	2,988 +156	+6%	+$6.27K	0.02%	109
2022 Q2	$105K	Sell	2,832 -3,660	-56%	-$150K	0.03%	93
2022 Q1	$311K	Sell	6,492 -21,858	-77%	-$1.03M	0.11%	68
2021 Q4	$1.52M	Buy	+28,350	New	+$1.48M	0.55%	28

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

Beaird Harris Wealth Management's VUG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,900 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #115.

Beaird Harris Wealth Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q4 2021. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Beaird Harris Wealth Management held 3,900 shares of Vanguard Morningstar Growth ETF worth $336K as of Q2 2026.
Beaird Harris Wealth Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #115 holding.
Beaird Harris Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.52M in Q4 2021.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.