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

Cannon Wealth Management Services’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	$295K	Hold	3,426	–	–	0.16%	74
2026 Q1	$249K	Sell	3,426 -888	-21%	-$69.1K	0.17%	76
2025 Q4	$351K	Sell	4,314 -18	-0.4%	-$1.46K	0.25%	61
2025 Q3	$346K	Hold	4,332	–	–	0.26%	60
2025 Q2	$316K	Hold	4,332	–	–	0.26%	59
2025 Q1	$278K	Hold	4,332	–	–	0.25%	60
2024 Q4	$299K	Sell	4,332 -1,062	-20%	-$71.3K	0.26%	58
2024 Q3	$345K	Buy	+5,394	New	+$334K	0.32%	54

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

Cannon Wealth Management Services's VUG Position: Q2 2026 in Review

Cannon Wealth Management Services held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,426 shares worth $295K. The position accounts for 0.16% of the portfolio, ranked #74.

Cannon Wealth Management Services first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $351K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cannon Wealth Management Services held 3,426 shares of Vanguard Morningstar Growth ETF worth $295K as of Q2 2026.
Cannon Wealth Management Services left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.16% of Cannon Wealth Management Services's portfolio in Q2 2026, its #74 holding.
Cannon Wealth Management Services first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
Cannon Wealth Management Services's Vanguard Morningstar Growth ETF position peaked at $351K in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.