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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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. 1,525 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.
1,525 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.