Flywheel Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Flywheel Private Wealth’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	$573K	Buy	6,650 +998	+18%	+$84K	0.28%	49
2026 Q1	$411K	Hold	5,652	–	–	0.23%	57
2025 Q4	$459K	Hold	5,652	–	–	0.29%	42
2025 Q3	$452K	Hold	5,652	–	–	0.35%	42
2025 Q2	$413K	Hold	5,652	–	–	0.33%	43
2025 Q1	$349K	Buy	5,652 +282	+5%	+$19K	0.32%	52
2024 Q4	$367K	Buy	+5,370	New	+$361K	0.34%	50

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

Flywheel Private Wealth's VUG Position: Q2 2026 in Review

Flywheel Private Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 18% in Q2 2026, buying an estimated $84K and bringing the position to 6,650 shares worth $573K. The position accounts for 0.28% of the portfolio, ranked #49.

Flywheel Private Wealth first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Flywheel Private Wealth held 6,650 shares of Vanguard Morningstar Growth ETF worth $573K as of Q2 2026.
Flywheel Private Wealth bought 998 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $84K.
Vanguard Morningstar Growth ETF made up 0.28% of Flywheel Private Wealth's portfolio in Q2 2026, its #49 holding.
Flywheel Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.