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Endowment Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Endowment Wealth 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 		$268K Buy
3,112
+4
+0.1% +$337 0.1% 135
2026
Q1 		$226K Buy
3,108
+96
+3% +$7.47K 0.1% 146
2025
Q4 		$245K Sell
3,012
-16,128
-84% -$1.31M 0.11% 130
2025
Q3 		$1.53M Buy
19,140
+3,024
+19% +$231K 0.69% 40
2025
Q2 		$1.18M Buy
16,116
+1,044
+7% +$68.7K 0.61% 44
2025
Q1 		$932K Sell
15,072
-4,068
-21% -$274K 0.6% 47
2024
Q4 		$1.31M Sell
19,140
-1,956
-9% -$131K 0.88% 32
2024
Q3 		$1.35M Buy
21,096
+2,964
+16% +$184K 0.89% 32
2024
Q2 		$1.13M Sell
18,132
-900
-5% -$52.5K 0.82% 34
2024
Q1 		$1.09M Buy
19,032
+11,742
+161% +$646K 0.82% 31
2023
Q4 		$378K Sell
7,290
-498
-6% -$24K 0.31% 71
2023
Q3 		$354K Sell
7,788
-114
-1% -$5.38K 0.32% 81
2023
Q2 		$373K Sell
7,902
-270
-3% -$11.7K 0.34% 78
2023
Q1 		$340K Buy
8,172
+108
+1% +$4.2K 0.34% 72
2022
Q4 		$286K Hold
8,064
– – 0.32% 77
2022
Q3 		$287K Buy
8,064
+36
+0.4% +$1.45K 0.35% 75
2022
Q2 		$298K Buy
8,028
+708
+10% +$29.1K 0.36% 73
2022
Q1 		$351K Sell
7,320
-906
-11% -$42.9K 0.37% 69
2021
Q4 		$440K Buy
+8,226
New +$429K 0.44% 48

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Endowment Wealth Management's VUG Position: Q2 2026 in Review

Endowment Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.13% in Q2 2026, buying an estimated $337 and bringing the position to 3,112 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #135.

Endowment Wealth Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Endowment Wealth Management held 3,112 shares of Vanguard Morningstar Growth ETF worth $268K as of Q2 2026.
  • Endowment Wealth Management bought 4 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $337.
  • Vanguard Morningstar Growth ETF made up 0.1% of Endowment Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Endowment Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Endowment Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.53M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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