Bonfire Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bonfire Financial’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	$8.86M	Sell	102,807 -963	-0.9%	-$81K	5.69%	3
2026 Q1	$7.55M	Sell	103,770 -3,942	-4%	-$307K	5.68%	3
2025 Q4	$8.76M	Sell	107,712 -2,922	-3%	-$237K	6.54%	3
2025 Q3	$8.85M	Sell	110,634 -14,832	-12%	-$1.13M	6.8%	3
2025 Q2	$9.18M	Sell	125,466 -690	-0.5%	-$45.4K	7.53%	3
2025 Q1	$7.8M	Sell	126,156 -5,676	-4%	-$383K	7.19%	3
2024 Q4	$9.02M	Buy	+131,832	New	+$8.86M	8.16%	3

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

Bonfire Financial's VUG Position: Q2 2026 in Review

Bonfire Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.93% in Q2 2026, selling an estimated $81K and leaving 102,807 shares worth $8.86M. The position accounts for 5.69% of the portfolio, ranked #3.

Bonfire Financial first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.18M in Q2 2025. 2,875 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Bonfire Financial held 102,807 shares of Vanguard Morningstar Growth ETF worth $8.86M as of Q2 2026.
Bonfire Financial sold 963 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $81K.
Vanguard Morningstar Growth ETF made up 5.69% of Bonfire Financial's portfolio in Q2 2026, its #3 holding.
Bonfire Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Bonfire Financial's Vanguard Morningstar Growth ETF position peaked at $9.18M in Q2 2025.
2,875 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Bonfire Financial's 13F filing for Q2 2026, filed 10 Aug 2026.