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

Granite Bay 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	$83M	Buy	964,042 +949,450	+6,507%	+$79.9M	7.65%	1
2026 Q1	$1.06M	Buy	14,592 +7,278	+100%	+$566K	0.23%	39
2025 Q4	$595K	Buy	7,314 +1,836	+34%	+$149K	0.14%	47
2025 Q3	$438K	Buy	+5,478	New	+$419K	0.11%	51
2024 Q1	–	Sell	-21,546	Closed	-$1.04M	–	284
2023 Q4	$1.04M	Hold	21,546	–	–	0.01%	205
2023 Q3	$1.02M	Buy	+21,546	New	+$1.02M	0.01%	212

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

Granite Bay Wealth Management's VUG Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 6,507% in Q2 2026, buying an estimated $79.9M and bringing the position to 964,042 shares worth $83M. The position accounts for 7.65% of the portfolio, ranked #1.

Granite Bay Wealth Management first reported a position in VUG in Q3 2023 and has held it in 6 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Granite Bay Wealth Management held 964,042 shares of Vanguard Morningstar Growth ETF worth $83M as of Q2 2026.
Granite Bay Wealth Management bought 949,450 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $79.9M.
Vanguard Morningstar Growth ETF made up 7.65% of Granite Bay Wealth Management's portfolio in Q2 2026, its #1 holding.
Granite Bay Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 6 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.