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

Brown Miller 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	$1.3M	Sell	15,077 -217	-1%	-$18.3K	0.33%	64
2026 Q1	$1.11M	Buy	15,294 +1,650	+12%	+$128K	0.32%	67
2025 Q4	$1.11M	Sell	13,644 -1,140	-8%	-$92.5K	0.31%	64
2025 Q3	$1.18M	Buy	14,784 +870	+6%	+$66.5K	0.33%	63
2025 Q2	$1.02M	Hold	13,914	–	–	0.32%	65
2025 Q1	$860K	Hold	13,914	–	–	0.3%	69
2024 Q4	$952K	Hold	13,914	–	–	0.37%	55
2024 Q3	$890K	Hold	13,914	–	–	0.35%	59
2024 Q2	$867K	Sell	13,914 -294	-2%	-$17.1K	0.36%	58
2024 Q1	$815K	Buy	14,208 +684	+5%	+$37.6K	0.36%	62
2023 Q4	$701K	Hold	13,524	–	–	0.35%	61
2023 Q3	$614K	Hold	13,524	–	–	0.34%	61
2023 Q2	$638K	Sell	13,524 -990	-7%	-$42.9K	0.34%	60
2023 Q1	$603K	Buy	14,514 +660	+5%	+$25.7K	0.36%	61
2022 Q4	$492K	Buy	+13,854	New	+$510K	0.31%	68

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

Brown Miller Wealth Management's VUG Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q2 2026, selling an estimated $18.3K and leaving 15,077 shares worth $1.3M. The position accounts for 0.33% of the portfolio, ranked #64.

Brown Miller Wealth Management first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Brown Miller Wealth Management held 15,077 shares of Vanguard Morningstar Growth ETF worth $1.3M as of Q2 2026.
Brown Miller Wealth Management sold 217 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $18.3K.
Vanguard Morningstar Growth ETF made up 0.33% of Brown Miller Wealth Management's portfolio in Q2 2026, its #64 holding.
Brown Miller Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.