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GenWealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

GenWealth Group’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 		$50.2M Buy
583,351
+3,031
+0.5% +$255K 7.83% 2
2026
Q1 		$42.2M Buy
580,320
+33,114
+6% +$2.58M 7.23% 6
2025
Q4 		$44.7M Buy
547,206
+18,264
+3% +$1.48M 7.62% 3
2025
Q3 		$42.3M Sell
528,942
-22,548
-4% -$1.72M 7.87% 3
2025
Q2 		$40.3M Buy
551,490
+38,136
+7% +$2.51M 8.13% 3
2025
Q1 		$31.7M Sell
513,354
-600
-0.1% -$40.5K 6.99% 6
2024
Q4 		$35.2M Sell
513,954
-12,630
-2% -$848K 8% 3
2024
Q3 		$33.7M Sell
526,584
-5,916
-1% -$367K 7.75% 3
2024
Q2 		$33.2M Sell
532,500
-2,874
-0.5% -$168K 8.17% 2
2024
Q1 		$30.7M Sell
535,374
-29,634
-5% -$1.63M 7.74% 3
2023
Q4 		$29.3M Sell
565,008
-24,204
-4% -$1.17M 8.09% 3
2023
Q3 		$26.7M Sell
589,212
-35,310
-6% -$1.67M 8.11% 3
2023
Q2 		$29.5M Buy
624,522
+3,150
+0.5% +$137K 8.47% 2
2023
Q1 		$25.8M Buy
621,372
+2,748
+0.4% +$107K 7.91% 3
2022
Q4 		$22M Sell
618,624
-14,376
-2% -$529K 7.19% 4
2022
Q3 		$22.6M Sell
633,000
-16,746
-3% -$673K 7.64% 5
2022
Q2 		$24.1M Sell
649,746
-498
-0.1% -$20.5K 7.72% 5
2022
Q1 		$31.2M Buy
650,244
+8,304
+1% +$393K 8.64% 3
2021
Q4 		$34.3M Sell
641,940
-14,376
-2% -$749K 9.29% 3
2021
Q3 		$31.7M Sell
656,316
-1,296
-0.2% -$64.5K 9.31% 3
2021
Q2 		$31.4M Buy
657,612
+23,508
+4% +$1.07M 9.27% 3
2021
Q1 		$27.2M Buy
634,104
+85,890
+16% +$3.67M 8.63% 4
2020
Q4 		$23.1M Buy
548,214
+48,180
+10% +$1.92M 7.67% 3
2020
Q3 		$19.2M Buy
500,034
+106,998
+27% +$3.95M 6.95% 3
2020
Q2 		$13.4M Buy
+393,036
New +$12.1M 5.2% 4
2020
Q1 		– Sell
-6,696
Closed -$203K – 77
2019
Q4 		$203K Buy
+6,696
New +$193K 0.08% 69

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

GenWealth Group's VUG Position: Q2 2026 in Review

GenWealth Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.52% in Q2 2026, buying an estimated $255K and bringing the position to 583,351 shares worth $50.2M. The position accounts for 7.83% of the portfolio, ranked #2.

GenWealth Group first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • GenWealth Group held 583,351 shares of Vanguard Morningstar Growth ETF worth $50.2M as of Q2 2026.
  • GenWealth Group bought 3,031 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $255K.
  • Vanguard Morningstar Growth ETF made up 7.83% of GenWealth Group's portfolio in Q2 2026, its #2 holding.
  • GenWealth Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.