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

Boyd 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 		$2.21M Buy
25,671
+99
+0.4% +$8.33K 0.84% 19
2026
Q1 		$1.86M Buy
25,572
+354
+1% +$27.5K 0.79% 20
2025
Q4 		$2.05M Sell
25,218
-480
-2% -$39K 0.87% 19
2025
Q3 		$2.05M Sell
25,698
-42
-0.2% -$3.21K 0.88% 18
2025
Q2 		$1.88M Buy
25,740
+948
+4% +$62.4K 0.81% 20
2025
Q1 		$1.53M Hold
24,792
– – 0.76% 20
2024
Q4 		$1.7M Hold
24,792
– – 0.84% 19
2024
Q3 		$1.59M Hold
24,792
– – 0.8% 20
2024
Q2 		$1.55M Sell
24,792
-1,914
-7% -$112K 0.85% 21
2024
Q1 		$1.53M Hold
26,706
– – 0.88% 19
2023
Q4 		$1.38M Sell
26,706
-3,306
-11% -$160K 0.86% 18
2023
Q3 		$1.36M Sell
30,012
-960
-3% -$45.3K 0.92% 19
2023
Q2 		$1.46M Buy
30,972
+150
+0.5% +$6.5K 0.89% 20
2023
Q1 		$1.28M Buy
30,822
+6,576
+27% +$256K 0.89% 17
2022
Q4 		$861K Buy
24,246
+3,672
+18% +$135K 0.63% 23
2022
Q3 		$734K Buy
20,574
+2,376
+13% +$95.5K 0.59% 20
2022
Q2 		$676K Sell
18,198
-2,232
-11% -$91.7K 0.55% 27
2022
Q1 		$979K Sell
20,430
-5,118
-20% -$242K 0.73% 16
2021
Q4 		$1.37M Buy
+25,548
New +$1.33M 0.99% 16

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

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

Boyd Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.39% in Q2 2026, buying an estimated $8.33K and bringing the position to 25,671 shares worth $2.21M. The position accounts for 0.84% of the portfolio, ranked #19.

Boyd Wealth Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Boyd Wealth Management held 25,671 shares of Vanguard Morningstar Growth ETF worth $2.21M as of Q2 2026.
  • Boyd Wealth Management bought 99 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.33K.
  • Vanguard Morningstar Growth ETF made up 0.84% of Boyd Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Boyd Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.