BFP
VUG icon

Briaud Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Briaud Financial Planning’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 		$545K Hold
6,324
– – 0.14% 20
2026
Q1 		$460K Hold
6,324
– – 0.12% 23
2025
Q4 		$514K Buy
6,324
+1,452
+30% +$118K 0.13% 20
2025
Q3 		$389K Hold
4,872
– – 0.13% 23
2025
Q2 		$355K Hold
4,872
– – 0.14% 22
2025
Q1 		$301K Buy
4,872
+3,972
+441% +$268K 0.12% 22
2024
Q4 		$61K Hold
900
– – 0.02% 74
2024
Q3 		$57K Hold
900
– – 0.03% 57
2024
Q2 		$56K Buy
+900
New +$52.5K 0.03% 53

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

Briaud Financial Planning's VUG Position: Q2 2026 in Review

Briaud Financial Planning held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 6,324 shares worth $545K. The position accounts for 0.14% of the portfolio, ranked #20.

Briaud Financial Planning first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Briaud Financial Planning held 6,324 shares of Vanguard Morningstar Growth ETF worth $545K as of Q2 2026.
  • Briaud Financial Planning left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.14% of Briaud Financial Planning's portfolio in Q2 2026, its #20 holding.
  • Briaud Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.