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

Greenhouse 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 		$1.5M Sell
17,424
-13,350
-43% -$1.12M 1.06% 15
2026
Q1 		$2.24M Sell
30,774
-78
-0.3% -$6.07K 1.39% 12
2025
Q4 		$2.51M Sell
30,852
-132
-0.4% -$10.7K 1.48% 11
2025
Q3 		$2.48M Sell
30,984
-42
-0.1% -$3.21K 1.49% 11
2025
Q2 		$2.27M Buy
31,026
+390
+1% +$25.7K 1.46% 10
2025
Q1 		$1.89M Buy
30,636
+24
+0.1% +$1.62K 1.42% 10
2024
Q4 		$2.09M Sell
30,612
-276
-0.9% -$18.5K 1.38% 10
2024
Q3 		$1.98M Buy
30,888
+42
+0.1% +$2.6K 1.33% 10
2024
Q2 		$1.92M Hold
30,846
– – 1.4% 10
2024
Q1 		$1.77M Buy
30,846
+30
+0.1% +$1.65K 1.33% 10
2023
Q4 		$1.6M Buy
30,816
+324
+1% +$15.6K 1.29% 10
2023
Q3 		$1.38M Buy
30,492
+1,800
+6% +$85K 1.24% 10
2023
Q2 		$1.35M Buy
28,692
+30
+0.1% +$1.3K 1.19% 10
2023
Q1 		$1.19M Buy
28,662
+1,548
+6% +$60.2K 1.13% 12
2022
Q4 		$963K Buy
27,114
+13,224
+95% +$486K 0.97% 13
2022
Q3 		$495K Sell
13,890
-3,924
-22% -$158K 0.55% 26
2022
Q2 		$662K Sell
17,814
-168
-0.9% -$6.9K 0.71% 20
2022
Q1 		$862K Sell
17,982
-594
-3% -$28.1K 0.81% 18
2021
Q4 		$993K Buy
18,576
+798
+4% +$41.6K 0.89% 17
2021
Q3 		$860K Buy
17,778
+18
+0.1% +$896 0.82% 18
2021
Q2 		$849K Sell
17,760
-282
-2% -$12.8K 0.79% 18
2021
Q1 		$773K Buy
18,042
+318
+2% +$13.6K 0.77% 19
2020
Q4 		$748K Buy
+17,724
New +$707K 0.74% 22

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

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

Greenhouse Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 43% in Q2 2026, selling an estimated $1.12M and leaving 17,424 shares worth $1.5M. The position accounts for 1.06% of the portfolio, ranked #15.

Greenhouse Wealth Management first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.51M in Q4 2025. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Greenhouse Wealth Management held 17,424 shares of Vanguard Morningstar Growth ETF worth $1.5M as of Q2 2026.
  • Greenhouse Wealth Management sold 13,350 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.12M.
  • Vanguard Morningstar Growth ETF made up 1.06% of Greenhouse Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Greenhouse Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Greenhouse Wealth Management's Vanguard Morningstar Growth ETF position peaked at $2.51M in Q4 2025.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.