Briggs Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Briggs Wealth 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	$354K	Buy	+4,109	New	+$346K	0.32%	37
2026 Q1	–	Sell	-4,662	Closed	-$379K	–	60
2025 Q4	$379K	Buy	+4,662	New	+$378K	0.41%	27

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

Briggs Wealth Management's VUG Position: Q2 2026 in Review

Briggs Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 4,109 shares worth $354K. The stake represents 0.32% of the portfolio and ranks #37 among its holdings. This is a return to the name: Briggs Wealth Management previously reported a position in VUG as recently as Q4 2025.

Briggs Wealth Management first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. The position peaked at $379K in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Briggs Wealth Management held 4,109 shares of Vanguard Morningstar Growth ETF worth $354K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Briggs Wealth Management position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.32% of Briggs Wealth Management's portfolio in Q2 2026, its #37 holding.
Briggs Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 2 quarters since.
Briggs Wealth Management's Vanguard Morningstar Growth ETF position peaked at $379K in Q4 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Briggs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.