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

Diversify 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	$4.52M	Sell	54,212 -262,048	-83%	-$22M	0.08%	234
2026 Q1	$4.36M	Buy	316,260 +298,416	+1,672%	+$23.2M	0.08%	226
2025 Q4	$1.46M	Buy	17,844 +468	+3%	+$38K	0.07%	253
2025 Q3	$1.45M	Hold	17,376	–	–	0.08%	222
2025 Q2	$1.34M	Buy	17,376 +18	+0.1%	+$1.19K	0.08%	233
2025 Q1	$1.1M	Buy	17,358 +1,500	+9%	+$101K	0.08%	230
2024 Q4	$1.08M	Buy	15,858 +8,868	+127%	+$596K	0.08%	207
2024 Q3	$452K	Buy	+6,990	New	+$433K	0.04%	332

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 22.9% 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

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

Diversify Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $22M and leaving 54,212 shares worth $4.52M. The position accounts for 0.08% of the portfolio, ranked #234.

Diversify Wealth Management first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Diversify Wealth Management held 54,212 shares of Vanguard Morningstar Growth ETF worth $4.52M as of Q2 2026.
Diversify Wealth Management sold 262,048 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $22M.
Vanguard Morningstar Growth ETF made up 0.08% of Diversify Wealth Management's portfolio in Q2 2026, its #234 holding.
Diversify Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.