Brian Low Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Brian Low Financial 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	$995K	Sell	11,553 -207	-2%	-$17.4K	0.58%	58
2026 Q1	$856K	Sell	11,760 -936	-7%	-$72.8K	0.58%	59
2025 Q4	$1.03M	Sell	12,696 -1,212	-9%	-$98.4K	0.73%	44
2025 Q3	$1.11M	Sell	13,908 -1,104	-7%	-$84.4K	0.86%	34
2025 Q2	$1.1M	Buy	+15,012	New	+$988K	1.03%	21

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

Brian Low Financial Group's VUG Position: Q2 2026 in Review

Brian Low Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.8% in Q2 2026, selling an estimated $17.4K and leaving 11,553 shares worth $995K. The position accounts for 0.58% of the portfolio, ranked #58.

Brian Low Financial Group first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Brian Low Financial Group held 11,553 shares of Vanguard Morningstar Growth ETF worth $995K as of Q2 2026.
Brian Low Financial Group sold 207 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $17.4K.
Vanguard Morningstar Growth ETF made up 0.58% of Brian Low Financial Group's portfolio in Q2 2026, its #58 holding.
Brian Low Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
Brian Low Financial Group's Vanguard Morningstar Growth ETF position peaked at $1.11M in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.