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

DecisionMap 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	$231K	Buy	+2,682	New	+$226K	0.13%	134
2026 Q1	–	Sell	-3,198	Closed	-$260K	–	142
2025 Q4	$260K	Hold	3,198	–	–	0.16%	115
2025 Q3	$256K	Hold	3,198	–	–	0.16%	108
2025 Q2	$234K	Sell	3,198 -600	-16%	-$39.5K	0.16%	114
2025 Q1	$235K	Buy	3,798 +516	+16%	+$34.8K	0.18%	111
2024 Q4	$225K	Buy	+3,282	New	+$220K	0.18%	106

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

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

DecisionMap Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,682 shares worth $231K. The stake represents 0.13% of the portfolio and ranks #134 among its holdings. This is a return to the name: DecisionMap Wealth Management previously reported a position in VUG as recently as Q4 2025.

DecisionMap Wealth Management first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $260K in Q4 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

DecisionMap Wealth Management held 2,682 shares of Vanguard Morningstar Growth ETF worth $231K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new DecisionMap Wealth Management position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.13% of DecisionMap Wealth Management's portfolio in Q2 2026, its #134 holding.
DecisionMap Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
DecisionMap Wealth Management's Vanguard Morningstar Growth ETF position peaked at $260K in Q4 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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