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Curio Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Curio Wealth’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 		– Sell
-282
Closed -$20.5K – 1134
2026
Q1 		$20.5K Hold
282
– – 0.01% 174
2025
Q4 		$23.3K Hold
282
– – 0.01% 186
2025
Q3 		$22.5K Hold
282
– – 0.01% 154
2025
Q2 		$20.6K Buy
282
+276
+4,600% +$18.2K 0.01% 166
2025
Q1 		$19.3K Sell
6
-276
-98% -$18.6K 0.01% 185
2024
Q4 		$19.3K Buy
+282
New +$18.9K 0.01% 177

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Curio Wealth's VUG Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 282 shares — an estimated $20.5K sold.

Curio Wealth first reported a position in VUG in Q4 2024 and held it in 6 quarters. The position peaked at $23.3K in Q4 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Curio Wealth reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 282 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $20.5K.
  • Curio Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Vanguard Morningstar Growth ETF position peaked at $23.3K in Q4 2025.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.