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Estate Counselors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Estate Counselors’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 		$7.98M Buy
+92,628
New +$7.79M 0.69% 16
2026
Q1 		– Sell
-85,146
Closed -$6.92M – 121
2025
Q4 		$6.92M Sell
85,146
-3,108
-4% -$252K 0.58% 26
2025
Q3 		$7.05M Buy
88,254
+6,390
+8% +$488K 0.61% 25
2025
Q2 		$5.98M Buy
81,864
+53,340
+187% +$3.51M 0.59% 23
2025
Q1 		$1.76M Sell
28,524
-86,298
-75% -$5.82M 0.18% 56
2024
Q4 		$7.85M Buy
114,822
+2,658
+2% +$179K 0.84% 19
2024
Q3 		$7.18M Buy
112,164
+11,844
+12% +$734K 0.74% 20
2024
Q2 		$6.25M Buy
100,320
+10,152
+11% +$592K 0.68% 22
2024
Q1 		$5.17M Sell
90,168
-687,102
-88% -$37.8M 0.59% 14
2023
Q4 		$40.3M Buy
777,270
+442,800
+132% +$21.4M 4.97% 4
2023
Q3 		$15.2M Buy
334,470
+7,440
+2% +$351K 2.02% 17
2023
Q2 		$15.4M Buy
327,030
+304,110
+1,327% +$13.2M 1.95% 19
2023
Q1 		$953K Sell
22,920
-69,390
-75% -$2.7M 0.13% 102
2022
Q4 		$3.28M Sell
92,310
-136,950
-60% -$5.04M 0.46% 54
2022
Q3 		$8.18M Sell
229,260
-32,370
-12% -$1.3M 1.26% 24
2022
Q2 		$9.72M Buy
261,630
+241,170
+1,179% +$9.91M 1.45% 23
2022
Q1 		$980K Sell
20,460
-256,920
-93% -$12.2M 0.13% 95
2021
Q4 		$14.8M Buy
277,380
+4,290
+2% +$223K 1.8% 17
2021
Q3 		$13.2M Buy
+273,090
New +$13.6M 1.65% 19
2021
Q2 		– Sell
-31,200
Closed -$1.34M – 174
2021
Q1 		$1.34M Buy
31,200
+10,800
+53% +$462K 0.2% 64
2020
Q4 		$861K Buy
+20,400
New +$814K 0.13% 83
2020
Q2 		– Sell
-83,100
Closed -$2.17M – 170
2020
Q1 		$2.17M Hold
83,100
– – 0.36% 58
2019
Q4 		$2.52M Hold
83,100
– – 0.37% 58
2019
Q3 		$2.3M Buy
83,100
+49,800
+150% +$1.38M 0.35% 57
2019
Q2 		$907K Buy
+33,300
New +$889K 0.14% 58
2015
Q1 		– Sell
-55,380
Closed -$964K – 63
2014
Q4 		$964K Buy
+55,380
New +$942K 0.34% 37

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

Estate Counselors's VUG Position: Q2 2026 in Review

Estate Counselors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 92,628 shares worth $7.98M. The stake represents 0.69% of the portfolio and ranks #16 among its holdings. This is a return to the name: Estate Counselors previously reported a position in VUG as recently as Q4 2025.

Estate Counselors first reported a position in VUG in Q4 2014 and has held it in 26 quarters since. The position peaked at $40.3M in Q4 2023. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Estate Counselors held 92,628 shares of Vanguard Morningstar Growth ETF worth $7.98M as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Estate Counselors position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.69% of Estate Counselors's portfolio in Q2 2026, its #16 holding.
  • Estate Counselors first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 26 quarters since.
  • Estate Counselors's Vanguard Morningstar Growth ETF position peaked at $40.3M in Q4 2023.
  • 2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.