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

EPG 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 		$212K Sell
2,457
-273
-10% -$23K 0.05% 179
2026
Q1 		$199K Buy
2,730
+300
+12% +$23.3K 0.05% 184
2025
Q4 		$198K Sell
2,430
-12
-0.5% -$974 0.05% 186
2025
Q3 		$195K Sell
2,442
-414
-14% -$31.6K 0.05% 185
2025
Q2 		$209K Sell
2,856
-18
-0.6% -$1.19K 0.06% 180
2025
Q1 		$178K Hold
2,874
– – 0.05% 235
2024
Q4 		$197K Sell
2,874
-3,318
-54% -$223K 0.05% 232
2024
Q3 		$396K Buy
+6,192
New +$384K 0.1% 177
2024
Q2 		– Sell
-15,504
Closed -$904K – 114
2024
Q1 		$889K Sell
15,504
-1,488
-9% -$81.8K 0.22% 120
2023
Q4 		$937K Sell
16,992
-1,122
-6% -$54.2K 0.25% 104
2023
Q3 		$822K Sell
18,114
-150
-0.8% -$7.08K 0.25% 101
2023
Q2 		$861K Buy
18,264
+2,826
+18% +$123K 0.25% 100
2023
Q1 		$642K Hold
15,438
– – 0.2% 114
2022
Q4 		$548K Sell
15,438
-3,810
-20% -$140K 0.21% 101
2022
Q3 		$686K Sell
19,248
-714
-4% -$28.7K 0.28% 80
2022
Q2 		$742K Sell
19,962
-1,014
-5% -$41.7K 0.32% 76
2022
Q1 		$1.01M Sell
20,976
-642
-3% -$30.4K 0.35% 63
2021
Q4 		$1.15M Buy
21,618
+1,278
+6% +$66.6K 0.41% 50
2021
Q3 		$984K Buy
20,340
+6
+0% +$299 0.39% 54
2021
Q2 		$972K Sell
20,334
-828
-4% -$37.6K 0.41% 54
2021
Q1 		$906K Buy
21,162
+4,032
+24% +$172K 0.44% 51
2020
Q4 		$723K Sell
17,130
-360
-2% -$14.4K 0.43% 51
2020
Q3 		$664K Buy
17,490
+2,184
+14% +$80.6K 0.49% 46
2020
Q2 		$516K Buy
15,306
+1,404
+10% +$43.2K 0.37% 70
2020
Q1 		$363K Buy
13,902
+12,660
+1,019% +$379K 0.27% 76
2019
Q4 		$38K Buy
+1,242
New +$35.9K 0.03% 266

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

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

EPG Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q2 2026, selling an estimated $23K and leaving 2,457 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #179.

EPG Wealth Management first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.15M in Q4 2021. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • EPG Wealth Management held 2,457 shares of Vanguard Morningstar Growth ETF worth $212K as of Q2 2026.
  • EPG Wealth Management sold 273 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $23K.
  • Vanguard Morningstar Growth ETF made up 0.05% of EPG Wealth Management's portfolio in Q2 2026, its #179 holding.
  • EPG Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • EPG Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.15M in Q4 2021.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.