Brady Martz Wealth Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Brady Martz Wealth Solutions’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	$1.76M	Sell	20,475 -177	-0.9%	-$14.9K	0.27%	78
2026 Q1	$1.5M	Sell	20,652 -60	-0.3%	-$4.67K	0.26%	77
2025 Q4	$1.68M	Buy	20,712 +4,986	+32%	+$405K	0.3%	66
2025 Q3	$1.26M	Buy	15,726 +534	+4%	+$40.8K	0.23%	82
2025 Q2	$1.11M	Buy	15,192 +3,174	+26%	+$209K	0.21%	87
2025 Q1	$743K	Sell	12,018 -24	-0.2%	-$1.62K	0.17%	96
2024 Q4	$810K	Buy	+12,042	New	+$809K	0.2%	92

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

Brady Martz Wealth Solutions's VUG Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.86% in Q2 2026, selling an estimated $14.9K and leaving 20,475 shares worth $1.76M. The position accounts for 0.27% of the portfolio, ranked #78.

Brady Martz Wealth Solutions first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Brady Martz Wealth Solutions held 20,475 shares of Vanguard Morningstar Growth ETF worth $1.76M as of Q2 2026.
Brady Martz Wealth Solutions sold 177 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $14.9K.
Vanguard Morningstar Growth ETF made up 0.27% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #78 holding.
Brady Martz Wealth Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.