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Brave Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Brave Asset 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 		$319K Hold
3,708
– – 0.07% 113
2026
Q1 		$270K Hold
3,708
– – 0.06% 131
2025
Q4 		$301K Hold
3,708
– – 0.07% 119
2025
Q3 		$296K Hold
3,708
– – 0.07% 119
2025
Q2 		$271K Hold
3,708
– – 0.07% 118
2025
Q1 		$229K Hold
3,708
– – 0.07% 126
2024
Q4 		$254K Hold
3,708
– – 0.08% 114
2024
Q3 		$237K Sell
3,708
-162
-4% -$10K 0.06% 124
2024
Q2 		$241K Buy
3,870
+162
+4% +$9.45K 0.06% 114
2024
Q1 		$213K Buy
+3,708
New +$204K 0.06% 128

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

Brave Asset Management's VUG Position: Q2 2026 in Review

Brave Asset Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,708 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #113.

Brave Asset Management first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Brave Asset Management held 3,708 shares of Vanguard Morningstar Growth ETF worth $319K as of Q2 2026.
  • Brave Asset Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.07% of Brave Asset Management's portfolio in Q2 2026, its #113 holding.
  • Brave Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.