Blueprint Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Blueprint Financial Advisors’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	$6.48M	Buy	75,237 +8,841	+13%	+$744K	0.72%	26
2026 Q1	$4.83M	Sell	66,396 -23,022	-26%	-$1.79M	0.72%	30
2025 Q4	$7.27M	Buy	89,418 +12,612	+16%	+$1.02M	1.11%	20
2025 Q3	$6.14M	Buy	+76,806	New	+$5.87M	1.33%	21

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

Blueprint Financial Advisors's VUG Position: Q2 2026 in Review

Blueprint Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q2 2026, buying an estimated $744K and bringing the position to 75,237 shares worth $6.48M. The position accounts for 0.72% of the portfolio, ranked #26.

Blueprint Financial Advisors first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.27M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Blueprint Financial Advisors held 75,237 shares of Vanguard Morningstar Growth ETF worth $6.48M as of Q2 2026.
Blueprint Financial Advisors bought 8,841 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $744K.
Vanguard Morningstar Growth ETF made up 0.72% of Blueprint Financial Advisors's portfolio in Q2 2026, its #26 holding.
Blueprint Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
Blueprint Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $7.27M in Q4 2025.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.