Bradley & Co Private Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bradley & Co Private 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	$147K	Hold	1,704	–	–	0.07%	69
2026 Q1	$124K	Hold	1,704	–	–	0.07%	65
2025 Q4	$139K	Hold	1,704	–	–	0.07%	68
2025 Q3	$136K	Hold	1,704	–	–	0.08%	56
2025 Q2	$125K	Hold	1,704	–	–	0.08%	54
2025 Q1	$105K	Hold	1,704	–	–	0.07%	56
2024 Q4	$117K	Buy	+1,704	New	+$114K	0.07%	51
2024 Q2	$106K	Hold	1,704	–	–	0.08%	47
2024 Q1	$97.8K	Hold	1,704	–	–	0.08%	48
2023 Q4	$88.3K	Hold	1,704	–	–	0.08%	43
2023 Q3	$77.3K	Hold	1,704	–	–	0.08%	43
2023 Q2	$80.4K	Hold	1,704	–	–	0.08%	45
2023 Q1	$70.8K	Hold	1,704	–	–	0.08%	44
2022 Q4	$60.5K	Hold	1,704	–	–	0.07%	54
2022 Q3	$61K	Hold	1,704	–	–	0.07%	61
2022 Q2	$63K	Hold	1,704	–	–	0.07%	78
2022 Q1	$82K	Hold	1,704	–	–	0.07%	72
2021 Q4	$91K	Hold	1,704	–	–	0.07%	73
2021 Q3	$82K	Hold	1,704	–	–	0.07%	73
2021 Q2	$81K	Hold	1,704	–	–	0.07%	77
2021 Q1	$73K	Buy	+1,704	New	+$72.9K	0.07%	83

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 22.9% 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

Bradley & Co Private Wealth Management's VUG Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 1,704 shares worth $147K. The position accounts for 0.07% of the portfolio, ranked #69.

Bradley & Co Private Wealth Management first reported a position in VUG in Q1 2021 and has held it in 21 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Bradley & Co Private Wealth Management held 1,704 shares of Vanguard Morningstar Growth ETF worth $147K as of Q2 2026.
Bradley & Co Private Wealth Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.07% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #69 holding.
Bradley & Co Private Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and has held it in 21 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.