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

Bernard 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 		$140K Buy
1,621
+7
+0.4% +$589 0.05% 81
2026
Q1 		$117K Hold
1,614
– – 0.05% 87
2025
Q4 		$131K Hold
1,614
– – 0.05% 81
2025
Q3 		$129K Hold
1,614
– – 0.05% 77
2025
Q2 		$118K Hold
1,614
– – 0.05% 80
2025
Q1 		$99.8K Hold
1,614
– – 0.05% 83
2024
Q4 		$110K Buy
+1,614
New +$108K 0.05% 77

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

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

Bernard Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.43% in Q2 2026, buying an estimated $589 and bringing the position to 1,621 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #81.

Bernard Wealth Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Bernard Wealth Management held 1,621 shares of Vanguard Morningstar Growth ETF worth $140K as of Q2 2026.
  • Bernard Wealth Management bought 7 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $589.
  • Vanguard Morningstar Growth ETF made up 0.05% of Bernard Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Bernard Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.