Consolidated Planning Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Consolidated Planning Corp’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	$417K	Sell	4,846 -2	-0%	-$168	0.06%	111
2026 Q1	$353K	Hold	4,848	–	–	0.06%	111
2025 Q4	$394K	Sell	4,848 -24	-0.5%	-$1.95K	0.04%	159
2025 Q3	$389K	Buy	4,872 +228	+5%	+$17.4K	0.04%	152
2025 Q2	$339K	Hold	4,644	–	–	0.04%	151
2025 Q1	$287K	Hold	4,644	–	–	0.04%	159
2024 Q4	$318K	Sell	4,644 -234	-5%	-$15.7K	0.04%	160
2024 Q3	$312K	Buy	4,878 +186	+4%	+$11.5K	0.05%	159
2024 Q2	$293K	Sell	4,692 -252	-5%	-$14.7K	0.05%	144
2024 Q1	$284K	Hold	4,944	–	–	0.05%	144
2023 Q4	$256K	Sell	4,944 -276	-5%	-$13.3K	0.05%	140
2023 Q3	$237K	Sell	5,220 -2,946	-36%	-$139K	0.05%	138
2023 Q2	$385K	Buy	+8,166	New	+$354K	0.08%	123
2023 Q1	–	Sell	-8,412	Closed	-$299K	–	130
2022 Q4	$299K	Sell	8,412 -168	-2%	-$6.18K	0.08%	100
2022 Q3	$306K	Sell	8,580 -2,244	-21%	-$90.2K	0.1%	91
2022 Q2	$402K	Buy	+10,824	New	+$445K	0.13%	85
2021 Q4	–	Sell	-2,172	Closed	-$105K	–	446
2021 Q3	$105K	Buy	+2,172	New	+$108K	0.07%	97

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

Consolidated Planning Corp's VUG Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.04% in Q2 2026, selling an estimated $168 and leaving 4,846 shares worth $417K. The position accounts for 0.06% of the portfolio, ranked #111.

Consolidated Planning Corp first reported a position in VUG in Q3 2021 and has held it in 17 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Consolidated Planning Corp held 4,846 shares of Vanguard Morningstar Growth ETF worth $417K as of Q2 2026.
Consolidated Planning Corp sold 2 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Morningstar Growth ETF made up 0.06% of Consolidated Planning Corp's portfolio in Q2 2026, its #111 holding.
Consolidated Planning Corp first reported a position in Vanguard Morningstar Growth ETF in Q3 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 Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.