Dodds Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Dodds 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	$51.7M	Sell	600,150 -7,836	-1%	-$659K	11.63%	3
2026 Q1	$44.3M	Sell	607,986 -8,700	-1%	-$677K	10.86%	5
2025 Q4	$50.1M	Sell	616,686 -13,146	-2%	-$1.07M	12.3%	3
2025 Q3	$50.3M	Sell	629,832 -2,082	-0.3%	-$159K	12.47%	4
2025 Q2	$46.2M	Buy	631,914 +459,150	+266%	+$30.2M	12.38%	4
2025 Q1	$10.7M	Sell	172,764 -72	-0%	-$4.86K	3.48%	8
2024 Q4	$12.2M	Sell	172,836 -1,476	-0.8%	-$99.2K	3.93%	8
2024 Q3	$11.3M	Buy	+174,312	New	+$10.8M	3.75%	8

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

Dodds Wealth's VUG Position: Q2 2026 in Review

Dodds Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, selling an estimated $659K and leaving 600,150 shares worth $51.7M. The position accounts for 11.63% of the portfolio, ranked #3.

Dodds Wealth first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Dodds Wealth held 600,150 shares of Vanguard Morningstar Growth ETF worth $51.7M as of Q2 2026.
Dodds Wealth sold 7,836 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $659K.
Vanguard Morningstar Growth ETF made up 11.63% of Dodds Wealth's portfolio in Q2 2026, its #3 holding.
Dodds Wealth first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.