Drucker Wealth 3.0’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Drucker Wealth 3.0’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	$5.95M	Sell	69,031 -6,749	-9%	-$568K	0.94%	22
2026 Q1	$5.52M	Sell	75,780 -1,434	-2%	-$112K	0.96%	23
2025 Q4	$6.28M	Sell	77,214 -10,320	-12%	-$838K	1.1%	20
2025 Q3	$7M	Sell	87,534 -3,222	-4%	-$246K	1.25%	18
2025 Q2	$6.69M	Sell	90,756 -11,892	-12%	-$783K	1.29%	18
2025 Q1	$6.34M	Sell	102,648 -32,688	-24%	-$2.2M	1.4%	18
2024 Q4	$9.26M	Sell	135,336 -852	-0.6%	-$57.2K	2.14%	11
2024 Q3	$8.71M	Sell	136,188 -3,720	-3%	-$231K	2.09%	10
2024 Q2	$8.72M	Buy	+139,908	New	+$8.16M	2.32%	10

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

Drucker Wealth 3.0's VUG Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Vanguard Morningstar Growth ETF (VUG) stake by 8.9% in Q2 2026, selling an estimated $568K and leaving 69,031 shares worth $5.95M. The position accounts for 0.94% of the portfolio, ranked #22.

Drucker Wealth 3.0 first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.26M in Q4 2024. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Drucker Wealth 3.0 held 69,031 shares of Vanguard Morningstar Growth ETF worth $5.95M as of Q2 2026.
Drucker Wealth 3.0 sold 6,749 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $568K.
Vanguard Morningstar Growth ETF made up 0.94% of Drucker Wealth 3.0's portfolio in Q2 2026, its #22 holding.
Drucker Wealth 3.0 first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's Vanguard Morningstar Growth ETF position peaked at $9.26M in Q4 2024.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.