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Global Wealth Management Investment Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Global Wealth Management Investment Advisory’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 		$3.14M Sell
36,459
-123
-0.3% -$10.3K 0.45% 72
2026
Q1 		$2.66M Sell
36,582
-1,650
-4% -$128K 0.42% 74
2025
Q4 		$3.11M Sell
38,232
-1,122
-3% -$91.1K 0.5% 69
2025
Q3 		$3.15M Sell
39,354
-2,016
-5% -$154K 0.53% 68
2025
Q2 		$3.02M Sell
41,370
-2,154
-5% -$142K 0.57% 61
2025
Q1 		$2.69M Sell
43,524
-372
-0.8% -$25.1K 0.54% 65
2024
Q4 		$3M Buy
43,896
+876
+2% +$58.8K 0.62% 53
2024
Q3 		$2.75M Sell
43,020
-8,640
-17% -$536K 0.59% 55
2024
Q2 		$3.22M Sell
51,660
-3,864
-7% -$225K 0.75% 47
2024
Q1 		$3.19M Sell
55,524
-9,360
-14% -$515K 0.78% 47
2023
Q4 		$3.36M Sell
64,884
-4,374
-6% -$211K 0.86% 43
2023
Q3 		$3.14M Sell
69,258
-4,122
-6% -$195K 0.88% 36
2023
Q2 		$3.46M Sell
73,380
-5,664
-7% -$246K 0.95% 37
2023
Q1 		$3.29M Sell
79,044
-1,842
-2% -$71.6K 0.99% 35
2022
Q4 		$2.87M Sell
80,886
-534
-0.7% -$19.6K 0.94% 43
2022
Q3 		$2.9M Buy
81,420
+1,206
+2% +$48.5K 1.03% 35
2022
Q2 		$2.98M Sell
80,214
-2,298
-3% -$94.4K 1.01% 36
2022
Q1 		$3.96M Sell
82,512
-7,758
-9% -$367K 1.18% 24
2021
Q4 		$4.83M Sell
90,270
-3,090
-3% -$161K 1.45% 19
2021
Q3 		$4.51M Sell
93,360
-1,350
-1% -$67.2K 1.43% 20
2021
Q2 		$4.53M Buy
94,710
+1,356
+1% +$61.6K 1.51% 16
2021
Q1 		$4M Sell
93,354
-2,952
-3% -$126K 1.44% 19
2020
Q4 		$4.07M Sell
96,306
-1,200
-1% -$47.9K 1.58% 15
2020
Q3 		$3.7M Sell
97,506
-282
-0.3% -$10.4K 1.6% 14
2020
Q2 		$3.29M Buy
97,788
+468
+0.5% +$14.4K 1.41% 20
2020
Q1 		$2.54M Buy
97,320
+1,098
+1% +$32.9K 1.28% 23
2019
Q4 		$2.92M Buy
96,222
+2,118
+2% +$61.2K 1.24% 29
2019
Q3 		$2.61M Buy
94,104
+1,404
+2% +$39K 1.19% 29
2019
Q2 		$2.52M Sell
92,700
-108
-0.1% -$2.88K 1.22% 28
2019
Q1 		$2.42M Buy
92,808
+4,506
+5% +$111K 1.26% 28
2018
Q4 		$1.98M Buy
+88,302
New +$2.14M 1.15% 26

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

Global Wealth Management Investment Advisory's VUG Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.34% in Q2 2026, selling an estimated $10.3K and leaving 36,459 shares worth $3.14M. The position accounts for 0.45% of the portfolio, ranked #72.

Global Wealth Management Investment Advisory first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.83M in Q4 2021. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Global Wealth Management Investment Advisory held 36,459 shares of Vanguard Morningstar Growth ETF worth $3.14M as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 123 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.3K.
  • Vanguard Morningstar Growth ETF made up 0.45% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #72 holding.
  • Global Wealth Management Investment Advisory first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's Vanguard Morningstar Growth ETF position peaked at $4.83M in Q4 2021.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.