Encompass More Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Encompass More Asset 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	$285K	Buy	3,303 +51	+2%	+$4.29K	0.04%	227
2026 Q1	$237K	Sell	3,252 -102	-3%	-$7.93K	0.04%	219
2025 Q4	$273K	Sell	3,354 -18	-0.5%	-$1.46K	0.05%	208
2025 Q3	$270K	Sell	3,372 -180	-5%	-$13.8K	0.05%	194
2025 Q2	$260K	Buy	3,552 +42	+1%	+$2.77K	0.06%	176
2025 Q1	$217K	Sell	3,510 -41,388	-92%	-$2.79M	0.06%	173
2024 Q4	$3.07M	Buy	+44,898	New	+$3.02M	1.01%	25

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

Encompass More Asset Management's VUG Position: Q2 2026 in Review

Encompass More Asset Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.6% in Q2 2026, buying an estimated $4.29K and bringing the position to 3,303 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #227.

Encompass More Asset Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.07M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Encompass More Asset Management held 3,303 shares of Vanguard Morningstar Growth ETF worth $285K as of Q2 2026.
Encompass More Asset Management bought 51 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.29K.
Vanguard Morningstar Growth ETF made up 0.04% of Encompass More Asset Management's portfolio in Q2 2026, its #227 holding.
Encompass More Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Encompass More Asset Management's Vanguard Morningstar Growth ETF position peaked at $3.07M in Q4 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.