CFFP
VUG icon

Center for Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Center for Financial Planning’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 		$4.57M Sell
53,009
-385
-0.7% -$32.4K 0.43% 18
2026
Q1 		$3.89M Hold
53,394
– – 0.41% 20
2025
Q4 		$4.34M Hold
53,394
– – 0.45% 17
2025
Q3 		$4.27M Buy
53,394
+294
+0.6% +$22.5K 0.46% 17
2025
Q2 		$3.88M Hold
53,100
– – 0.45% 16
2025
Q1 		$3.28M Buy
53,100
+3,078
+6% +$208K 0.42% 16
2024
Q4 		$3.42M Buy
50,022
+96
+0.2% +$6.45K 0.46% 19
2024
Q3 		$3.19M Hold
49,926
– – 0.43% 18
2024
Q2 		$3.11M Hold
49,926
– – 0.45% 19
2024
Q1 		$2.86M Buy
49,926
+1,050
+2% +$57.7K 0.43% 20
2023
Q4 		$2.53M Hold
48,876
– – 0.47% 19
2023
Q3 		$2.22M Sell
48,876
-600
-1% -$28.3K 0.48% 20
2023
Q2 		$2.33M Sell
49,476
-300
-0.6% -$13K 0.49% 20
2023
Q1 		$2.07M Sell
49,776
-1,710
-3% -$66.5K 0.48% 23
2022
Q4 		$1.83M Hold
51,486
– – 0.44% 25
2022
Q3 		$1.84M Hold
51,486
– – 0.49% 22
2022
Q2 		$1.91M Hold
51,486
– – 0.49% 21
2022
Q1 		$2.47M Hold
51,486
– – 0.51% 19
2021
Q4 		$2.75M Hold
51,486
– – 0.56% 17
2021
Q3 		$2.49M Hold
51,486
– – 0.61% 17
2021
Q2 		$2.46M Sell
51,486
-174
-0.3% -$7.9K 0.61% 16
2021
Q1 		$2.21M Buy
51,660
+834
+2% +$35.7K 0.58% 16
2020
Q4 		$2.15M Hold
50,826
– – 0.61% 16
2020
Q3 		$1.93M Buy
50,826
+9,000
+22% +$332K 0.62% 16
2020
Q2 		$1.41M Buy
41,826
+8,010
+24% +$246K 0.49% 22
2020
Q1 		$883K Buy
33,816
+5,724
+20% +$171K 0.3% 37
2019
Q4 		$853K Buy
+28,092
New +$811K 0.21% 45

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
PWP
Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return

Center for Financial Planning's VUG Position: Q2 2026 in Review

Center for Financial Planning reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.72% in Q2 2026, selling an estimated $32.4K and leaving 53,009 shares worth $4.57M. The position accounts for 0.43% of the portfolio, ranked #18.

Center for Financial Planning first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 1,995 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Center for Financial Planning held 53,009 shares of Vanguard Morningstar Growth ETF worth $4.57M as of Q2 2026.
  • Center for Financial Planning sold 385 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $32.4K.
  • Vanguard Morningstar Growth ETF made up 0.43% of Center for Financial Planning's portfolio in Q2 2026, its #18 holding.
  • Center for Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,995 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.