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

Comprehensive 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	$162K	Buy	1,881 +3	+0.2%	+$252	0.09%	124
2026 Q1	$137K	Hold	1,878	–	–	0.09%	108
2025 Q4	$153K	Buy	1,878 +6	+0.3%	+$487	0.1%	108
2025 Q3	$150K	Hold	1,872	–	–	0.1%	112
2025 Q2	$137K	Hold	1,872	–	–	0.11%	111
2025 Q1	$116K	Hold	1,872	–	–	0.11%	94
2024 Q4	$128K	Buy	+1,872	New	+$126K	0.11%	113

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

Comprehensive Financial Planning's VUG Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.16% in Q2 2026, buying an estimated $252 and bringing the position to 1,881 shares worth $162K. The position accounts for 0.09% of the portfolio, ranked #124.

Comprehensive Financial Planning first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Comprehensive Financial Planning held 1,881 shares of Vanguard Morningstar Growth ETF worth $162K as of Q2 2026.
Comprehensive Financial Planning bought 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
Vanguard Morningstar Growth ETF made up 0.09% of Comprehensive Financial Planning's portfolio in Q2 2026, its #124 holding.
Comprehensive Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.