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Bernardo Wealth Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bernardo Wealth Planning’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 		$772K Sell
8,968
-2
-0% -$168 0.13% 70
2026
Q1 		$653K Sell
8,970
-72
-0.8% -$5.6K 0.13% 68
2025
Q4 		$735K Sell
9,042
-66
-0.7% -$5.36K 0.14% 65
2025
Q3 		$728K Buy
9,108
+120
+1% +$9.17K 0.14% 58
2025
Q2 		$657K Buy
8,988
+2,736
+44% +$180K 0.14% 60
2025
Q1 		$386K Buy
6,252
+6
+0.1% +$405 0.09% 77
2024
Q4 		$424K Sell
6,246
-72
-1% -$4.84K 0.1% 72
2024
Q3 		$410K Sell
6,318
-6
-0.1% -$372 0.1% 72
2024
Q2 		$394K Buy
6,324
+30
+0.5% +$1.75K 0.11% 67
2024
Q1 		$361K Buy
6,294
+6
+0.1% +$330 0.1% 71
2023
Q4 		$326K Buy
6,288
+294
+5% +$14.2K 0.1% 69
2023
Q3 		$272K Buy
5,994
+1,212
+25% +$57.2K 0.11% 68
2023
Q2 		$226K Buy
+4,782
New +$207K 0.09% 77
2021
Q1 		– Sell
-9,690
Closed -$409K – 156
2020
Q4 		$409K Buy
9,690
+600
+7% +$23.9K 0.16% 112
2020
Q3 		$344K Buy
+9,090
New +$336K 0.15% 110

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

Bernardo Wealth Planning's VUG Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q2 2026, selling an estimated $168 and leaving 8,968 shares worth $772K. The position accounts for 0.13% of the portfolio, ranked #70.

Bernardo Wealth Planning first reported a position in VUG in Q3 2020 and has held it in 15 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Bernardo Wealth Planning held 8,968 shares of Vanguard Morningstar Growth ETF worth $772K as of Q2 2026.
  • Bernardo Wealth Planning sold 2 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168.
  • Vanguard Morningstar Growth ETF made up 0.13% of Bernardo Wealth Planning's portfolio in Q2 2026, its #70 holding.
  • Bernardo Wealth Planning first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 15 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.