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Jeppson Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Jeppson Wealth 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 		$1.67M Sell
19,346
-190
-1% -$16K 0.49% 52
2026
Q1 		$1.42M Buy
19,536
+6
+0% +$467 0.45% 57
2025
Q4 		$1.59M Sell
19,530
-654
-3% -$53.1K 0.5% 50
2025
Q3 		$1.61M Buy
20,184
+1,512
+8% +$116K 0.51% 50
2025
Q2 		$1.36M Hold
18,672
– – 0.47% 56
2025
Q1 		$1.15M Sell
18,672
-4,728
-20% -$319K 0.42% 61
2024
Q4 		$1.6M Sell
23,400
-930
-4% -$62.5K 0.58% 45
2024
Q3 		$1.56M Buy
24,330
+24
+0.1% +$1.49K 0.56% 49
2024
Q2 		$1.52M Sell
24,306
-390
-2% -$22.7K 0.58% 45
2024
Q1 		$1.42M Buy
24,696
+30
+0.1% +$1.65K 0.55% 51
2023
Q4 		$1.28M Sell
24,666
-318
-1% -$15.3K 0.53% 53
2023
Q3 		$1.13M Buy
24,984
+36
+0.1% +$1.7K 0.52% 51
2023
Q2 		$1.18M Sell
24,948
-48
-0.2% -$2.08K 0.51% 48
2023
Q1 		$1.04M Sell
24,996
-78
-0.3% -$3.03K 0.45% 59
2022
Q4 		$891K Buy
25,074
+90
+0.4% +$3.31K 0.37% 64
2022
Q3 		$891K Buy
24,984
+198
+0.8% +$7.96K 0.4% 61
2022
Q2 		$921K Buy
24,786
+30
+0.1% +$1.23K 0.4% 61
2022
Q1 		$1.19M Buy
24,756
+24
+0.1% +$1.14K 0.55% 46
2021
Q4 		$1.32M Sell
24,732
-24
-0.1% -$1.25K 0.64% 35
2021
Q3 		$1.2M Sell
24,756
-6
-0% -$299 0.62% 38
2021
Q2 		$1.18M Sell
24,762
-162
-0.6% -$7.36K 0.65% 41
2021
Q1 		$1.07M Sell
24,924
-90
-0.4% -$3.85K 0.63% 41
2020
Q4 		$1.06M Buy
25,014
+78
+0.3% +$3.11K 0.7% 36
2020
Q3 		$946K Buy
+24,936
New +$921K 0.74% 33

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

Jeppson Wealth Management's VUG Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.97% in Q2 2026, selling an estimated $16K and leaving 19,346 shares worth $1.67M. The position accounts for 0.49% of the portfolio, ranked #52.

Jeppson Wealth Management first reported a position in VUG in Q3 2020 and has held it in 24 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Jeppson Wealth Management held 19,346 shares of Vanguard Morningstar Growth ETF worth $1.67M as of Q2 2026.
  • Jeppson Wealth Management sold 190 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $16K.
  • Vanguard Morningstar Growth ETF made up 0.49% of Jeppson Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Jeppson Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.