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HORAN Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

HORAN Wealth’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 		$1.95M Sell
22,665
-27,087
-54% -$2.28M 0.24% 67
2026
Q1 		$3.93M Buy
49,752
+24,876
+100% +$1.94M 0.37% 48
2025
Q4 		$2.02M Buy
24,876
+540
+2% +$43.8K 0.31% 56
2025
Q3 		$1.95M Buy
24,336
+17,322
+247% +$1.32M 0.31% 58
2025
Q2 		$512K Buy
+7,014
New +$462K 0.16% 75

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

HORAN Wealth's VUG Position: Q2 2026 in Review

HORAN Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 54% in Q2 2026, selling an estimated $2.28M and leaving 22,665 shares worth $1.95M. The position accounts for 0.24% of the portfolio, ranked #67.

HORAN Wealth first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.93M in Q1 2026. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • HORAN Wealth held 22,665 shares of Vanguard Morningstar Growth ETF worth $1.95M as of Q2 2026.
  • HORAN Wealth sold 27,087 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.28M.
  • Vanguard Morningstar Growth ETF made up 0.24% of HORAN Wealth's portfolio in Q2 2026, its #67 holding.
  • HORAN Wealth first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's Vanguard Morningstar Growth ETF position peaked at $3.93M in Q1 2026.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.