Infinity Wealth Counsel’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Infinity Wealth Counsel’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	$7.75M	Buy	89,937 +633	+0.7%	+$53.3K	6.26%	1
2026 Q1	$6.5M	Buy	89,304 +264	+0.3%	+$20.5K	5.97%	1
2025 Q4	$7.24M	Sell	89,040 -2,394	-3%	-$194K	6.6%	1
2025 Q3	$7.31M	Sell	91,434 -1,074	-1%	-$82.1K	7.08%	1
2025 Q2	$6.76M	Sell	92,508 -336	-0.4%	-$22.1K	6.82%	1
2025 Q1	$5.74M	Buy	92,844 +1,800	+2%	+$121K	6.19%	1
2024 Q4	$6.23M	Buy	+91,044	New	+$6.12M	6.64%	1

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

Infinity Wealth Counsel's VUG Position: Q2 2026 in Review

Infinity Wealth Counsel increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.71% in Q2 2026, buying an estimated $53.3K and bringing the position to 89,937 shares worth $7.75M. The position accounts for 6.26% of the portfolio, ranked #1.

Infinity Wealth Counsel first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Infinity Wealth Counsel held 89,937 shares of Vanguard Morningstar Growth ETF worth $7.75M as of Q2 2026.
Infinity Wealth Counsel bought 633 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $53.3K.
Vanguard Morningstar Growth ETF made up 6.26% of Infinity Wealth Counsel's portfolio in Q2 2026, its #1 holding.
Infinity Wealth Counsel first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.