Causey Wealth LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Causey Wealth LLC’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	$6.03M	Buy	70,060 +1,684	+2%	+$142K	2.36%	16
2026 Q1	$4.98M	Sell	68,376 -918	-1%	-$71.4K	2.11%	17
2025 Q4	$5.63M	Buy	69,294 +5,166	+8%	+$419K	2.56%	16
2025 Q3	$5.13M	Buy	64,128 +396	+0.6%	+$30.3K	2.5%	17
2025 Q2	$4.66M	Sell	63,732 -930	-1%	-$61.2K	2.39%	19
2025 Q1	$4M	Buy	64,662 +4,584	+8%	+$309K	2.23%	22
2024 Q4	$4.11M	Buy	+60,078	New	+$4.04M	2.39%	17

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

Causey Wealth LLC's VUG Position: Q2 2026 in Review

Causey Wealth LLC increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, buying an estimated $142K and bringing the position to 70,060 shares worth $6.03M. The position accounts for 2.36% of the portfolio, ranked #16.

Causey Wealth LLC first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Causey Wealth LLC held 70,060 shares of Vanguard Morningstar Growth ETF worth $6.03M as of Q2 2026.
Causey Wealth LLC bought 1,684 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $142K.
Vanguard Morningstar Growth ETF made up 2.36% of Causey Wealth LLC's portfolio in Q2 2026, its #16 holding.
Causey Wealth LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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