Goldstone Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Goldstone Financial 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	$623K	Buy	7,228 +1,162	+19%	+$97.8K	0.06%	165
2026 Q1	$441K	Buy	6,066 +312	+5%	+$24.3K	0.05%	175
2025 Q4	$468K	Hold	5,754	–	–	0.05%	167
2025 Q3	$460K	Sell	5,754 -576	-9%	-$44K	0.05%	163
2025 Q2	$467K	Buy	6,330 +570	+10%	+$37.5K	0.06%	158
2025 Q1	$356K	Sell	5,760 -2,052	-26%	-$138K	0.05%	160
2024 Q4	$534K	Buy	7,812 +3,174	+68%	+$213K	0.08%	122
2024 Q3	$297K	Sell	4,638 -318	-6%	-$19.7K	0.05%	153
2024 Q2	$309K	Buy	+4,956	New	+$289K	0.06%	141

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

Goldstone Financial Group's VUG Position: Q2 2026 in Review

Goldstone Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 19% in Q2 2026, buying an estimated $97.8K and bringing the position to 7,228 shares worth $623K. The position accounts for 0.06% of the portfolio, ranked #165.

Goldstone Financial Group first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Goldstone Financial Group held 7,228 shares of Vanguard Morningstar Growth ETF worth $623K as of Q2 2026.
Goldstone Financial Group bought 1,162 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $97.8K.
Vanguard Morningstar Growth ETF made up 0.06% of Goldstone Financial Group's portfolio in Q2 2026, its #165 holding.
Goldstone Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.