Continuum Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Continuum Wealth Advisors’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	$438K	Sell	5,082 -312	-6%	-$26.3K	0.15%	51
2026 Q1	$393K	Sell	5,394 -4,722	-47%	-$367K	0.16%	49
2025 Q4	$823K	Buy	10,116 +3,516	+53%	+$285K	0.32%	34
2025 Q3	$528K	Buy	6,600 +642	+11%	+$49.1K	0.22%	37
2025 Q2	$435K	Sell	5,958 -93,336	-94%	-$6.14M	0.21%	35
2025 Q1	$6.14M	Buy	99,294 +2,496	+3%	+$168K	3.15%	10
2024 Q4	$6.62M	Buy	96,798 +7,344	+8%	+$493K	3.35%	9
2024 Q3	$5.72M	Sell	89,454 -11,106	-11%	-$688K	3.07%	11
2024 Q2	$6.27M	Buy	100,560 +10,800	+12%	+$630K	3.3%	12
2024 Q1	$5.15M	Buy	+89,760	New	+$4.94M	2.91%	13

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

Continuum Wealth Advisors's VUG Position: Q2 2026 in Review

Continuum Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.8% in Q2 2026, selling an estimated $26.3K and leaving 5,082 shares worth $438K. The position accounts for 0.15% of the portfolio, ranked #51.

Continuum Wealth Advisors first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.62M in Q4 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Continuum Wealth Advisors held 5,082 shares of Vanguard Morningstar Growth ETF worth $438K as of Q2 2026.
Continuum Wealth Advisors sold 312 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $26.3K.
Vanguard Morningstar Growth ETF made up 0.15% of Continuum Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Continuum Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
Continuum Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $6.62M in Q4 2024.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.