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Blom & Howell Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Blom & Howell Financial 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 		$3.17M Sell
36,781
-6,155
-14% -$518K 2.64% 11
2026
Q1 		$3.13M Sell
42,936
-5,166
-11% -$402K 3.07% 11
2025
Q4 		$3.91M Buy
+48,102
New +$3.9M 3.89% 9

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

Blom & Howell Financial Planning's VUG Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, selling an estimated $518K and leaving 36,781 shares worth $3.17M. The position accounts for 2.64% of the portfolio, ranked #11.

Blom & Howell Financial Planning first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.91M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Blom & Howell Financial Planning held 36,781 shares of Vanguard Morningstar Growth ETF worth $3.17M as of Q2 2026.
  • Blom & Howell Financial Planning sold 6,155 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $518K.
  • Vanguard Morningstar Growth ETF made up 2.64% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Blom & Howell Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Vanguard Morningstar Growth ETF position peaked at $3.91M in Q4 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.