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

Birchcreek 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 		$4.93M Sell
57,199
-989
-2% -$83.2K 1.92% 12
2026
Q1 		$4.24M Sell
58,188
-78
-0.1% -$6.07K 2.04% 11
2025
Q4 		$4.74M Sell
58,266
-324
-0.6% -$26.3K 2.33% 9
2025
Q3 		$4.68M Buy
58,590
+186
+0.3% +$14.2K 2.42% 8
2025
Q2 		$4.27M Buy
58,404
+1,086
+2% +$71.5K 2.42% 7
2025
Q1 		$3.54M Buy
57,318
+4,932
+9% +$333K 2.24% 9
2024
Q4 		$3.58M Buy
52,386
+528
+1% +$35.5K 2.25% 9
2024
Q3 		$3.32M Sell
51,858
-13,842
-21% -$858K 2.17% 11
2024
Q2 		$4.1M Sell
65,700
-14,262
-18% -$832K 2.31% 9
2024
Q1 		$4.59M Sell
79,962
-726
-0.9% -$39.9K 2.41% 8
2023
Q4 		$4.18M Sell
80,688
-462
-0.6% -$22.3K 2.5% 9
2023
Q3 		$3.68M Buy
81,150
+1,752
+2% +$82.7K 2.5% 9
2023
Q2 		$3.74M Buy
79,398
+4,962
+7% +$215K 2.61% 8
2023
Q1 		$3.09M Sell
74,436
-3,750
-5% -$146K 2.45% 10
2022
Q4 		$2.78M Buy
78,186
+8,214
+12% +$302K 2.47% 11
2022
Q3 		$2.5M Buy
69,972
+7,848
+13% +$315K 2.31% 11
2022
Q2 		$2.31M Buy
62,124
+7,944
+15% +$326K 2.07% 14
2022
Q1 		$2.6M Buy
54,180
+6,636
+14% +$314K 2.3% 12
2021
Q4 		$2.54M Buy
47,544
+1,356
+3% +$70.6K 2.22% 11
2021
Q3 		$2.23M Buy
46,188
+1,092
+2% +$54.3K 2.08% 11
2021
Q2 		$2.16M Sell
45,096
-732
-2% -$33.2K 2.08% 12
2021
Q1 		$1.96M Sell
45,828
-7,146
-13% -$306K 2.08% 12
2020
Q4 		$2.24M Buy
+52,974
New +$2.11M 2.19% 10

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

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

Birchcreek Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.7% in Q2 2026, selling an estimated $83.2K and leaving 57,199 shares worth $4.93M. The position accounts for 1.92% of the portfolio, ranked #12.

Birchcreek Wealth Management first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Birchcreek Wealth Management held 57,199 shares of Vanguard Morningstar Growth ETF worth $4.93M as of Q2 2026.
  • Birchcreek Wealth Management sold 989 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $83.2K.
  • Vanguard Morningstar Growth ETF made up 1.92% of Birchcreek Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.