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

Grand 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	–	Sell	-2,010	Closed	-$146K	–	88
2026 Q1	$146K	Hold	2,010	–	–	0.07%	52
2025 Q4	$163K	Buy	2,010 +396	+25%	+$32.1K	0.07%	43
2025 Q3	$129K	Hold	1,614	–	–	0.06%	44
2025 Q2	$118K	Sell	1,614 -312	-16%	-$20.5K	0.06%	49
2025 Q1	$119K	Buy	1,926 +312	+19%	+$21K	0.07%	42
2024 Q4	$110K	Buy	1,614 +594	+58%	+$39.9K	0.06%	43
2024 Q3	$65.4K	Hold	1,020	–	–	0.04%	46
2024 Q2	$63.7K	Hold	1,020	–	–	0.04%	46
2024 Q1	$58.6K	Sell	1,020 -66	-6%	-$3.63K	0.03%	57
2023 Q4	$56.3K	Hold	1,086	–	–	0.03%	57
2023 Q3	$49.4K	Buy	1,086 +744	+218%	+$35.1K	0.03%	54
2023 Q2	$16.2K	Buy	+342	New	+$14.8K	0.01%	58

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 22.9% 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

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

Grand Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 2,010 shares — an estimated $146K sold.

Grand Wealth Management first reported a position in VUG in Q2 2023 and held it in 12 quarters. The position peaked at $163K in Q4 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Grand Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 2,010 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $146K.
Grand Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and held it in 12 quarters.
Grand Wealth Management's Vanguard Morningstar Growth ETF position peaked at $163K in Q4 2025.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.