Harmony Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Harmony Asset 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	$1.64M	Buy	19,056 +408	+2%	+$34.3K	0.44%	54
2026 Q1	$1.36M	Buy	18,648 +444	+2%	+$34.5K	0.41%	61
2025 Q4	$1.48M	Buy	18,204 +3,534	+24%	+$287K	0.5%	49
2025 Q3	$1.17M	Buy	14,670 +1,500	+11%	+$115K	0.4%	63
2025 Q2	$962K	Buy	13,170 +150	+1%	+$9.88K	0.36%	74
2025 Q1	$805K	Buy	13,020 +1,530	+13%	+$103K	0.34%	75
2024 Q4	$786K	Sell	11,490 -486	-4%	-$32.6K	0.31%	77
2024 Q3	$766K	Buy	11,976 +1,194	+11%	+$74K	0.28%	75
2024 Q2	$672K	Buy	10,782 +66	+0.6%	+$3.85K	0.28%	75
2024 Q1	$615K	Buy	10,716 +4,914	+85%	+$270K	0.25%	84
2023 Q4	$301K	Buy	+5,802	New	+$280K	0.13%	109

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

Harmony Asset Management's VUG Position: Q2 2026 in Review

Harmony Asset Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.2% in Q2 2026, buying an estimated $34.3K and bringing the position to 19,056 shares worth $1.64M. The position accounts for 0.44% of the portfolio, ranked #54.

Harmony Asset Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Harmony Asset Management held 19,056 shares of Vanguard Morningstar Growth ETF worth $1.64M as of Q2 2026.
Harmony Asset Management bought 408 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $34.3K.
Vanguard Morningstar Growth ETF made up 0.44% of Harmony Asset Management's portfolio in Q2 2026, its #54 holding.
Harmony Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.