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Greykasell Wealth Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Greykasell Wealth Strategies’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 		$10.4K Buy
121
+1
+0.8% +$84 ﹤0.01% 373
2026
Q1 		$8.76K Hold
120
– – ﹤0.01% 416
2025
Q4 		$9.78K Hold
120
– – ﹤0.01% 363
2025
Q3 		$9.59K Buy
+120
New +$9.17K ﹤0.01% 302

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 22.9% 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

Greykasell Wealth Strategies's VUG Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.83% in Q2 2026, buying an estimated $84 and bringing the position to 121 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Greykasell Wealth Strategies first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Greykasell Wealth Strategies held 121 shares of Vanguard Morningstar Growth ETF worth $10.4K as of Q2 2026.
  • Greykasell Wealth Strategies bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
  • Vanguard Morningstar Growth ETF made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #373 holding.
  • Greykasell Wealth Strategies first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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