Cosner Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cosner Financial Group’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	$1.53M	Sell	17,755 -1,895	-10%	-$159K	0.79%	18
2026 Q1	$1.38M	Sell	19,650 -306	-2%	-$23.8K	0.76%	18
2025 Q4	$1.62M	Sell	19,956 -120	-0.6%	-$9.74K	0.83%	19
2025 Q3	$1.6M	Buy	20,076 +72	+0.4%	+$5.5K	0.86%	18
2025 Q2	$1.46M	Sell	20,004 -120	-0.6%	-$7.9K	0.81%	20
2025 Q1	$1.24M	Buy	20,124 +5,442	+37%	+$367K	0.76%	20
2024 Q4	$1M	Buy	14,682 +132	+0.9%	+$8.87K	0.64%	22
2024 Q3	$931K	Hold	14,550	–	–	0.6%	23
2024 Q2	$907K	Sell	14,550 -468	-3%	-$27.3K	0.64%	21
2024 Q1	$862K	Buy	15,018 +36	+0.2%	+$1.98K	0.62%	22
2023 Q4	$776K	Buy	+14,982	New	+$723K	0.66%	22

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 22.9% 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

Cosner Financial Group's VUG Position: Q2 2026 in Review

Cosner Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9.6% in Q2 2026, selling an estimated $159K and leaving 17,755 shares worth $1.53M. The position accounts for 0.79% of the portfolio, ranked #18.

Cosner Financial Group first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q4 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cosner Financial Group held 17,755 shares of Vanguard Morningstar Growth ETF worth $1.53M as of Q2 2026.
Cosner Financial Group sold 1,895 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $159K.
Vanguard Morningstar Growth ETF made up 0.79% of Cosner Financial Group's portfolio in Q2 2026, its #18 holding.
Cosner Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Cosner Financial Group's Vanguard Morningstar Growth ETF position peaked at $1.62M in Q4 2025.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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