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Holistic Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Holistic Planning’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 		$9.51M Buy
110,420
+1,124
+1% +$94.6K 1.48% 13
2026
Q1 		$7.96M Sell
109,296
-5,262
-5% -$409K 1.59% 11
2025
Q4 		$9.31M Buy
114,558
+3,984
+4% +$323K 1.99% 9
2025
Q3 		$8.84M Sell
110,574
-396
-0.4% -$30.3K 2.32% 8
2025
Q2 		$8.11M Buy
110,970
+18,300
+20% +$1.2M 2.32% 8
2025
Q1 		$5.73M Buy
92,670
+3,450
+4% +$233K 1.94% 9
2024
Q4 		$6.1M Buy
89,220
+5,598
+7% +$376K 2.21% 9
2024
Q3 		$5.35M Buy
83,622
+24,942
+43% +$1.55M 2.26% 7
2024
Q2 		$3.37M Hold
58,680
– – 2.59% 8
2024
Q1 		$3.37M Sell
58,680
-2,262
-4% -$124K 2.57% 8
2023
Q4 		$3.16M Buy
+60,942
New +$2.94M 2.66% 6

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

Holistic Planning's VUG Position: Q2 2026 in Review

Holistic Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 1% in Q2 2026, buying an estimated $94.6K and bringing the position to 110,420 shares worth $9.51M. The position accounts for 1.48% of the portfolio, ranked #13.

Holistic Planning first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Holistic Planning held 110,420 shares of Vanguard Morningstar Growth ETF worth $9.51M as of Q2 2026.
  • Holistic Planning bought 1,124 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $94.6K.
  • Vanguard Morningstar Growth ETF made up 1.48% of Holistic Planning's portfolio in Q2 2026, its #13 holding.
  • Holistic Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.