DiNuzzo Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

DiNuzzo Private 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	$1.09M	Hold	12,612	–	–	0.11%	37
2026 Q1	$918K	Hold	12,612	–	–	0.1%	39
2025 Q4	$1.03M	Hold	12,612	–	–	0.11%	38
2025 Q3	$964K	Hold	12,612	–	–	0.11%	36
2025 Q2	$922K	Hold	12,612	–	–	0.11%	37
2025 Q1	$779K	Hold	12,612	–	–	0.1%	38
2024 Q4	$863K	Hold	12,612	–	–	0.11%	37
2024 Q3	$807K	Hold	12,612	–	–	0.1%	38
2024 Q2	$786K	Hold	12,612	–	–	0.11%	34
2024 Q1	$724K	Hold	12,612	–	–	0.1%	34
2023 Q4	$653K	Buy	+12,612	New	+$609K	0.09%	35

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

DiNuzzo Private Wealth's VUG Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 12,612 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #37.

DiNuzzo Private Wealth first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

DiNuzzo Private Wealth held 12,612 shares of Vanguard Morningstar Growth ETF worth $1.09M as of Q2 2026.
DiNuzzo Private Wealth left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.11% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #37 holding.
DiNuzzo Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.