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

Financial Council’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	$219K	Buy	+2,538	New	+$214K	0.07%	100
2026 Q1	–	Sell	-2,766	Closed	-$225K	–	107
2025 Q4	$225K	Sell	2,766 -372	-12%	-$30.2K	0.09%	92
2025 Q3	$251K	Sell	3,138 -54	-2%	-$4.13K	0.11%	76
2025 Q2	$233K	Sell	3,192 -96	-3%	-$6.32K	0.11%	82
2025 Q1	$203K	Sell	3,288 -288	-8%	-$19.4K	0.11%	85
2024 Q4	$245K	Hold	3,576	–	–	0.13%	75
2024 Q3	$229K	Buy	3,576 +96	+3%	+$5.95K	0.12%	79
2024 Q2	$217K	Buy	+3,480	New	+$203K	0.12%	77

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

Financial Council's VUG Position: Q2 2026 in Review

Financial Council opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,538 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #100 among its holdings. This is a return to the name: Financial Council previously reported a position in VUG as recently as Q4 2025.

Financial Council first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $251K in Q3 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Financial Council held 2,538 shares of Vanguard Morningstar Growth ETF worth $219K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Financial Council position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.07% of Financial Council's portfolio in Q2 2026, its #100 holding.
Financial Council first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 8 quarters since.
Financial Council's Vanguard Morningstar Growth ETF position peaked at $251K in Q3 2025.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.