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

Global Wealth Management’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	$411K	Buy	4,775 +5	+0.1%	+$421	0.21%	28
2026 Q1	$347K	Sell	4,770 -486	-9%	-$37.8K	0.19%	28
2025 Q4	$427K	Buy	5,256 +12	+0.2%	+$974	0.23%	25
2025 Q3	$419K	Hold	5,244	–	–	0.22%	25
2025 Q2	$388K	Sell	5,244 -1,134	-18%	-$74.7K	0.21%	24
2025 Q1	$394K	Buy	6,378 +6	+0.1%	+$405	0.23%	23
2024 Q4	$436K	Buy	6,372 +1,146	+22%	+$77K	0.28%	23
2024 Q3	$334K	Buy	+5,226	New	+$324K	0.23%	20

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

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

Global Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.1% in Q2 2026, buying an estimated $421 and bringing the position to 4,775 shares worth $411K. The position accounts for 0.21% of the portfolio, ranked #28.

Global Wealth Management first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $436K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Global Wealth Management held 4,775 shares of Vanguard Morningstar Growth ETF worth $411K as of Q2 2026.
Global Wealth Management bought 5 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $421.
Vanguard Morningstar Growth ETF made up 0.21% of Global Wealth Management's portfolio in Q2 2026, its #28 holding.
Global Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
Global Wealth Management's Vanguard Morningstar Growth ETF position peaked at $436K in Q4 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.