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Financial Consulate’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Consulate’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 		$120K Hold
1,392
– – 0.01% 211
2026
Q1 		$101K Hold
1,392
– – 0.01% 215
2025
Q4 		$113K Sell
1,392
-312
-18% -$25.3K 0.02% 221
2025
Q3 		$136K Buy
+1,704
New +$130K 0.02% 195

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

Financial Consulate's VUG Position: Q2 2026 in Review

Financial Consulate held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 1,392 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #211.

Financial Consulate first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. The position peaked at $136K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Financial Consulate held 1,392 shares of Vanguard Morningstar Growth ETF worth $120K as of Q2 2026.
  • Financial Consulate left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #211 holding.
  • Financial Consulate first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Vanguard Morningstar Growth ETF position peaked at $136K in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.