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

Campbell Deegan 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	$8.93M	Buy	103,680 +6,006	+6%	+$505K	6.33%	5
2026 Q1	$7.11M	Sell	97,674 -1,530	-2%	-$119K	5.69%	5
2025 Q4	$8.07M	Sell	99,204 -2,208	-2%	-$179K	6.51%	5
2025 Q3	$8.11M	Sell	101,412 -18	-0%	-$1.38K	7.24%	5
2025 Q2	$7.41M	Buy	101,430 +5,142	+5%	+$339K	7.3%	5
2025 Q1	$5.95M	Sell	96,288 -2,022	-2%	-$136K	6.85%	5
2024 Q4	$6.73M	Buy	+98,310	New	+$6.6M	8.08%	4

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

Campbell Deegan Wealth Management's VUG Position: Q2 2026 in Review

Campbell Deegan Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.1% in Q2 2026, buying an estimated $505K and bringing the position to 103,680 shares worth $8.93M. The position accounts for 6.33% of the portfolio, ranked #5.

Campbell Deegan Wealth Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Campbell Deegan Wealth Management held 103,680 shares of Vanguard Morningstar Growth ETF worth $8.93M as of Q2 2026.
Campbell Deegan Wealth Management bought 6,006 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $505K.
Vanguard Morningstar Growth ETF made up 6.33% of Campbell Deegan Wealth Management's portfolio in Q2 2026, its #5 holding.
Campbell Deegan Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.