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

Carolina 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	$15.8M	Buy	+182,999	New	+$15.4M	7.25%	3

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

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

Carolina Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 182,999 shares worth $15.8M. The stake represents 7.25% of the portfolio and ranks #3 among its holdings.

2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Carolina Wealth Management held 182,999 shares of Vanguard Morningstar Growth ETF worth $15.8M as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Carolina Wealth Management position in Q2 2026.
Vanguard Morningstar Growth ETF made up 7.25% of Carolina Wealth Management's portfolio in Q2 2026, its #3 holding.
2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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