Bridgewealth Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bridgewealth Advisory 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	$1.23M	Sell	14,241 -369	-3%	-$31K	0.23%	51
2026 Q1	$1.06M	Sell	14,610 -672	-4%	-$52.3K	0.22%	53
2025 Q4	$1.24M	Sell	15,282 -1,476	-9%	-$120K	0.27%	53
2025 Q3	$1.34M	Sell	16,758 -1,428	-8%	-$109K	0.31%	48
2025 Q2	$1.33M	Buy	18,186 +6,480	+55%	+$427K	0.34%	45
2025 Q1	$723K	Sell	11,706 -3,276	-22%	-$221K	0.95%	31
2024 Q4	$1.07M	Hold	14,982	–	–	0.3%	45
2024 Q3	$959K	Sell	14,982 -774	-5%	-$48K	0.35%	40
2024 Q2	$982K	Buy	15,756 +336	+2%	+$19.6K	0.44%	36
2024 Q1	$885K	Sell	15,420 -7,104	-32%	-$391K	0.43%	38
2023 Q4	$1.17M	Buy	22,524 +4,650	+26%	+$224K	0.89%	27
2023 Q3	$811K	Buy	+17,874	New	+$844K	1%	22

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

Bridgewealth Advisory Group's VUG Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, selling an estimated $31K and leaving 14,241 shares worth $1.23M. The position accounts for 0.23% of the portfolio, ranked #51.

Bridgewealth Advisory Group first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q3 2025. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Bridgewealth Advisory Group held 14,241 shares of Vanguard Morningstar Growth ETF worth $1.23M as of Q2 2026.
Bridgewealth Advisory Group sold 369 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $31K.
Vanguard Morningstar Growth ETF made up 0.23% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #51 holding.
Bridgewealth Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
Bridgewealth Advisory Group's Vanguard Morningstar Growth ETF position peaked at $1.34M in Q3 2025.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.