Discipline Wealth Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Discipline Wealth Solutions’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	$850K	Sell	9,869 -61	-0.6%	-$5.13K	0.07%	91
2026 Q1	$723K	Buy	9,930 +408	+4%	+$31.7K	0.08%	90
2025 Q4	$774K	Buy	9,522 +216	+2%	+$17.5K	0.14%	80
2025 Q3	$744K	Buy	+9,306	New	+$711K	0.2%	76

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

Discipline Wealth Solutions's VUG Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.61% in Q2 2026, selling an estimated $5.13K and leaving 9,869 shares worth $850K. The position accounts for 0.07% of the portfolio, ranked #91.

Discipline Wealth Solutions first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Discipline Wealth Solutions held 9,869 shares of Vanguard Morningstar Growth ETF worth $850K as of Q2 2026.
Discipline Wealth Solutions sold 61 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.13K.
Vanguard Morningstar Growth ETF made up 0.07% of Discipline Wealth Solutions's portfolio in Q2 2026, its #91 holding.
Discipline Wealth Solutions first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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