Darwin Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Darwin Wealth Management’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	$81.2K	Buy	943 +1	+0.1%	+$84	0.02%	196
2026 Q1	$68.6K	Hold	942	–	–	0.02%	199
2025 Q4	$76.6K	Buy	942 +90	+11%	+$7.3K	0.02%	188
2025 Q3	$68.1K	Buy	852 +60	+8%	+$4.58K	0.02%	196
2025 Q2	$57.9K	Hold	792	–	–	0.02%	197
2025 Q1	$54.2K	Hold	792	–	–	0.02%	216
2024 Q4	$54.2K	Sell	792 -906	-53%	-$60.9K	0.02%	216
2024 Q3	$109K	Buy	+1,698	New	+$105K	0.03%	178
2020 Q2	–	Sell	-1,752	Closed	-$45K	–	785
2020 Q1	$45K	Buy	+1,752	New	+$52.5K	0.01%	256

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

Darwin Wealth Management's VUG Position: Q2 2026 in Review

Darwin Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.11% in Q2 2026, buying an estimated $84 and bringing the position to 943 shares worth $81.2K. The position accounts for 0.02% of the portfolio, ranked #196.

Darwin Wealth Management first reported a position in VUG in Q1 2020 and has held it in 9 quarters since. The position peaked at $109K in Q3 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Darwin Wealth Management held 943 shares of Vanguard Morningstar Growth ETF worth $81.2K as of Q2 2026.
Darwin Wealth Management bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.02% of Darwin Wealth Management's portfolio in Q2 2026, its #196 holding.
Darwin Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's Vanguard Morningstar Growth ETF position peaked at $109K in Q3 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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