GC Wealth Management RIA’s Vanguard Morningstar Growth ETF VUG Stock Holding History

GC Wealth Management RIA’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	$10.8M	Sell	125,613 -20,235	-14%	-$1.7M	0.62%	27
2026 Q1	$10.6M	Buy	145,848 +3,828	+3%	+$298K	0.44%	32
2025 Q4	$11.5M	Sell	142,020 -6,846	-5%	-$556K	0.42%	30
2025 Q3	$11.9M	Buy	148,866 +23,670	+19%	+$1.81M	0.39%	34
2025 Q2	$9.15M	Sell	125,196 -2,658	-2%	-$175K	0.75%	18
2025 Q1	$7.9M	Buy	127,854 +11,952	+10%	+$806K	1.45%	12
2024 Q4	$7.93M	Buy	115,902 +6,144	+6%	+$413K	1.39%	14
2024 Q3	$7.02M	Sell	109,758 -6,348	-5%	-$393K	1.23%	17
2024 Q2	$7.24M	Buy	116,106 +13,470	+13%	+$786K	1.43%	15
2024 Q1	$5.89M	Buy	+102,636	New	+$5.64M	1.18%	17

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

GC Wealth Management RIA's VUG Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, selling an estimated $1.7M and leaving 125,613 shares worth $10.8M. The position accounts for 0.62% of the portfolio, ranked #27.

GC Wealth Management RIA first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.9M in Q3 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

GC Wealth Management RIA held 125,613 shares of Vanguard Morningstar Growth ETF worth $10.8M as of Q2 2026.
GC Wealth Management RIA sold 20,235 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.7M.
Vanguard Morningstar Growth ETF made up 0.62% of GC Wealth Management RIA's portfolio in Q2 2026, its #27 holding.
GC Wealth Management RIA first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
GC Wealth Management RIA's Vanguard Morningstar Growth ETF position peaked at $11.9M in Q3 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.