GK
VUG icon

Graney & King’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Graney & King’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 		$1.62M Sell
18,831
-3,039
-14% -$256K 0.58% 19
2026
Q1 		$1.59M Buy
21,870
+1,974
+10% +$154K 0.86% 17
2025
Q4 		$1.62M Sell
19,896
-174
-0.9% -$14.1K 0.95% 17
2025
Q3 		$1.6M Sell
20,070
-882
-4% -$67.4K 1.11% 15
2025
Q2 		$1.53M Buy
20,952
+2,160
+11% +$142K 1.03% 18
2025
Q1 		$1.16M Sell
18,792
-2,340
-11% -$158K 0.86% 19
2024
Q4 		$1.45M Buy
+21,132
New +$1.42M 1.09% 18

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

Graney & King's VUG Position: Q2 2026 in Review

Graney & King reduced its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, selling an estimated $256K and leaving 18,831 shares worth $1.62M. The position accounts for 0.58% of the portfolio, ranked #19.

Graney & King first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Graney & King held 18,831 shares of Vanguard Morningstar Growth ETF worth $1.62M as of Q2 2026.
  • Graney & King sold 3,039 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $256K.
  • Vanguard Morningstar Growth ETF made up 0.58% of Graney & King's portfolio in Q2 2026, its #19 holding.
  • Graney & King first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.