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

Cahaba 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 		$303K Buy
+3,515
New +$296K 0.02% 130
2022
Q2 		– Sell
-4,908
Closed -$205K – 142
2022
Q1 		$205K Buy
+4,908
New +$232K 0.03% 138

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 22.9% 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

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

Cahaba Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 3,515 shares worth $303K. The stake represents 0.02% of the portfolio and ranks #130 among its holdings. This is a return to the name: Cahaba Wealth Management previously reported a position in VUG as recently as Q1 2022.

Cahaba Wealth Management first reported a position in VUG in Q1 2022 and has held it in 2 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cahaba Wealth Management held 3,515 shares of Vanguard Morningstar Growth ETF worth $303K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Cahaba Wealth Management position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.02% of Cahaba Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Cahaba Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 2 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.