Bravias Capital Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bravias Capital Group’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	$4.79M	Sell	55,558 -860	-2%	-$72.4K	2.84%	9
2026 Q1	$4.11M	Sell	56,418 -3,492	-6%	-$272K	2.69%	9
2025 Q4	$4.87M	Sell	59,910 -540	-0.9%	-$43.8K	2.95%	9
2025 Q3	$4.83M	Buy	60,450 +3,774	+7%	+$288K	3.23%	7
2025 Q2	$4.14M	Buy	56,676 +2,484	+5%	+$164K	3.04%	7
2025 Q1	$3.35M	Sell	54,192 -1,638	-3%	-$110K	2.72%	7
2024 Q4	$3.89M	Buy	+55,830	New	+$3.75M	3.16%	6

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

Bravias Capital Group's VUG Position: Q2 2026 in Review

Bravias Capital Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q2 2026, selling an estimated $72.4K and leaving 55,558 shares worth $4.79M. The position accounts for 2.84% of the portfolio, ranked #9.

Bravias Capital Group first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.87M in Q4 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Bravias Capital Group held 55,558 shares of Vanguard Morningstar Growth ETF worth $4.79M as of Q2 2026.
Bravias Capital Group sold 860 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $72.4K.
Vanguard Morningstar Growth ETF made up 2.84% of Bravias Capital Group's portfolio in Q2 2026, its #9 holding.
Bravias Capital Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Bravias Capital Group's Vanguard Morningstar Growth ETF position peaked at $4.87M in Q4 2025.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Bravias Capital Group's 13F filing for Q2 2026, filed 30 Jul 2026.