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

Chemistry 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	$1.46M	Buy	16,901 +2,921	+21%	+$246K	0.23%	63
2026 Q1	$1.02M	Hold	13,980	–	–	0.18%	80
2025 Q4	$1.14M	Sell	13,980 -216	-2%	-$17.5K	0.21%	76
2025 Q3	$1.13M	Buy	14,196 +432	+3%	+$33K	0.22%	71
2025 Q2	$1.01M	Buy	13,764 +3,102	+29%	+$204K	0.22%	74
2025 Q1	$659K	Buy	10,662 +318	+3%	+$21.4K	0.15%	91
2024 Q4	$707K	Buy	10,344 +6	+0.1%	+$403	0.17%	81
2024 Q3	$662K	Buy	10,338 +1,434	+16%	+$88.9K	0.16%	91
2024 Q2	$555K	Buy	8,904 +174	+2%	+$10.1K	0.14%	89
2024 Q1	$501K	Buy	8,730 +78	+0.9%	+$4.29K	0.14%	99
2023 Q4	$448K	Buy	8,652 +150	+2%	+$7.24K	0.14%	98
2023 Q3	$386K	Sell	8,502 -36	-0.4%	-$1.7K	0.13%	102
2023 Q2	$403K	Buy	8,538 +12	+0.1%	+$520	0.13%	103
2023 Q1	$354K	Buy	8,526 +54	+0.6%	+$2.1K	0.12%	111
2022 Q4	$301K	Buy	8,472 +1,884	+29%	+$69.3K	0.12%	112
2022 Q3	$235K	Buy	+6,588	New	+$265K	0.09%	123
2022 Q1	–	Sell	-19,770	Closed	-$1.06M	–	187
2021 Q4	$1.06M	Buy	+19,770	New	+$1.03M	0.89%	29

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

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

Chemistry Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q2 2026, buying an estimated $246K and bringing the position to 16,901 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #63.

Chemistry Wealth Management first reported a position in VUG in Q4 2021 and has held it in 17 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Chemistry Wealth Management held 16,901 shares of Vanguard Morningstar Growth ETF worth $1.46M as of Q2 2026.
Chemistry Wealth Management bought 2,921 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $246K.
Vanguard Morningstar Growth ETF made up 0.23% of Chemistry Wealth Management's portfolio in Q2 2026, its #63 holding.
Chemistry Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 17 quarters since.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.