Dynamic Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Dynamic Financial Group’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	$414K	Sell	4,811 -1	-0%	-$84	0.31%	43
2026 Q1	$350K	Buy	4,812 +36	+0.8%	+$2.8K	0.29%	44
2025 Q4	$388K	Sell	4,776 -2,388	-33%	-$194K	0.33%	41
2025 Q3	$573K	Sell	7,164 -2,856	-29%	-$218K	0.5%	28
2025 Q2	$732K	Buy	10,020 +864	+9%	+$56.9K	0.71%	17
2025 Q1	$566K	Hold	9,156	–	–	0.57%	18
2024 Q4	$626K	Buy	+9,156	New	+$615K	0.64%	17

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

Dynamic Financial Group's VUG Position: Q2 2026 in Review

Dynamic Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q2 2026, selling an estimated $84 and leaving 4,811 shares worth $414K. The position accounts for 0.31% of the portfolio, ranked #43.

Dynamic Financial Group first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $732K in Q2 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Dynamic Financial Group held 4,811 shares of Vanguard Morningstar Growth ETF worth $414K as of Q2 2026.
Dynamic Financial Group sold 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.31% of Dynamic Financial Group's portfolio in Q2 2026, its #43 holding.
Dynamic Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Dynamic Financial Group's Vanguard Morningstar Growth ETF position peaked at $732K in Q2 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.