Fourth Dimension Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fourth Dimension 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	$6.14M	Sell	71,299 -2,147	-3%	-$181K	1.94%	12
2026 Q1	$5.35M	Sell	73,446 -11,184	-13%	-$870K	2.03%	13
2025 Q4	$6.88M	Sell	84,630 -438	-0.5%	-$35.5K	2.51%	8
2025 Q3	$6.8M	Sell	85,068 -7,152	-8%	-$547K	2.59%	8
2025 Q2	$6.74M	Sell	92,220 -32,004	-26%	-$2.11M	2.85%	8
2025 Q1	$7.68M	Sell	124,224 -162	-0.1%	-$10.9K	3.71%	5
2024 Q4	$8.51M	Buy	+124,386	New	+$8.36M	4.44%	4

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

Fourth Dimension Wealth's VUG Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, selling an estimated $181K and leaving 71,299 shares worth $6.14M. The position accounts for 1.94% of the portfolio, ranked #12.

Fourth Dimension Wealth first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.51M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Fourth Dimension Wealth held 71,299 shares of Vanguard Morningstar Growth ETF worth $6.14M as of Q2 2026.
Fourth Dimension Wealth sold 2,147 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $181K.
Vanguard Morningstar Growth ETF made up 1.94% of Fourth Dimension Wealth's portfolio in Q2 2026, its #12 holding.
Fourth Dimension Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's Vanguard Morningstar Growth ETF position peaked at $8.51M in Q4 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.