Dynamic Wealth Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Dynamic Wealth Strategies’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	$418K	Hold	4,848	–	–	0.22%	48
2026 Q1	$353K	Hold	4,848	–	–	0.2%	58
2025 Q4	$394K	Sell	4,848 -78	-2%	-$6.33K	0.23%	50
2025 Q3	$394K	Buy	4,926 +78	+2%	+$5.96K	0.26%	44
2025 Q2	$354K	Hold	4,848	–	–	0.26%	45
2025 Q1	$300K	Hold	4,848	–	–	0.25%	48
2024 Q4	$332K	Sell	4,848 -5,628	-54%	-$378K	0.3%	42
2024 Q3	$670K	Sell	10,476 -288	-3%	-$17.9K	0.55%	27
2024 Q2	$671K	Hold	10,764	–	–	0.58%	28
2024 Q1	$617K	Hold	10,764	–	–	0.53%	29
2023 Q4	$558K	Buy	+10,764	New	+$520K	0.51%	29

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 Wealth Strategies's VUG Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 4,848 shares worth $418K. The position accounts for 0.22% of the portfolio, ranked #48.

Dynamic Wealth Strategies first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $671K in Q2 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Dynamic Wealth Strategies held 4,848 shares of Vanguard Morningstar Growth ETF worth $418K as of Q2 2026.
Dynamic Wealth Strategies left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.22% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #48 holding.
Dynamic Wealth Strategies first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Vanguard Morningstar Growth ETF position peaked at $671K in Q2 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.