Chris Bulman’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Chris Bulman’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	$5.07M	Sell	58,911 -5,691	-9%	-$479K	1.85%	14
2026 Q1	$4.7M	Sell	64,602 -3,846	-6%	-$299K	2.06%	14
2025 Q4	$5.57M	Buy	68,448 +360	+0.5%	+$29.2K	2.46%	10
2025 Q3	$5.44M	Sell	68,088 -13,734	-17%	-$1.05M	2.73%	10
2025 Q2	$5.98M	Sell	81,822 -5,256	-6%	-$346K	3.41%	7
2025 Q1	$5.38M	Sell	87,078 -3,870	-4%	-$261K	3.4%	7
2024 Q4	$6.22M	Buy	90,948 +1,764	+2%	+$119K	3.97%	5
2024 Q3	$5.71M	Buy	89,184 +7,698	+9%	+$477K	3.88%	6
2024 Q2	$5.08M	Buy	+81,486	New	+$4.75M	3.47%	5

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

Chris Bulman's VUG Position: Q2 2026 in Review

Chris Bulman reduced its Vanguard Morningstar Growth ETF (VUG) stake by 8.8% in Q2 2026, selling an estimated $479K and leaving 58,911 shares worth $5.07M. The position accounts for 1.85% of the portfolio, ranked #14.

Chris Bulman first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.22M in Q4 2024. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Chris Bulman held 58,911 shares of Vanguard Morningstar Growth ETF worth $5.07M as of Q2 2026.
Chris Bulman sold 5,691 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $479K.
Vanguard Morningstar Growth ETF made up 1.85% of Chris Bulman's portfolio in Q2 2026, its #14 holding.
Chris Bulman first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
Chris Bulman's Vanguard Morningstar Growth ETF position peaked at $6.22M in Q4 2024.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.