Bull Oak Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bull Oak Capital’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 Q1	$1.3M	Hold	17,886	–	–	0.5%	18
2025 Q4	$1.45M	Hold	17,886	–	–	0.59%	18
2025 Q3	$1.43M	Hold	17,886	–	–	0.61%	18
2025 Q2	$1.31M	Hold	17,886	–	–	0.6%	18
2025 Q1	$1.11M	Sell	17,886 -18	-0.1%	-$1.21K	0.6%	14
2024 Q4	$1.22M	Buy	17,904 +18	+0.1%	+$1.21K	0.68%	13
2024 Q3	$1.14M	Buy	+17,886	New	+$1.11M	0.66%	13

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bull Oak Capital's VUG Position: Q1 2026 in Review

Bull Oak Capital held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 17,886 shares worth $1.3M. The position accounts for 0.5% of the portfolio, ranked #18.

Bull Oak Capital first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Bull Oak Capital held 17,886 shares of Vanguard Morningstar Growth ETF worth $1.3M as of Q1 2026.
Bull Oak Capital left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.5% of Bull Oak Capital's portfolio in Q1 2026, its #18 holding.
Bull Oak Capital first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 7 quarters since.
Bull Oak Capital's Vanguard Morningstar Growth ETF position peaked at $1.45M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.