Journey Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Journey Advisory Group’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	$919K	Sell	10,670 -274	-3%	-$23.1K	0.07%	166
2026 Q1	$797K	Sell	10,944 -6,768	-38%	-$527K	0.07%	157
2025 Q4	$1.44M	Sell	17,712 -1,164	-6%	-$94.5K	0.12%	132
2025 Q3	$1.51M	Sell	18,876 -18	-0.1%	-$1.38K	0.11%	134
2025 Q2	$1.38M	Sell	18,894 -888	-4%	-$58.5K	0.11%	142
2025 Q1	$1.22M	Sell	19,782 -14,844	-43%	-$1M	0.1%	138
2024 Q4	$2.16M	Hold	34,626	–	–	0.26%	79
2024 Q3	$2.16M	Hold	34,626	–	–	0.26%	79
2024 Q2	$2.16M	Sell	34,626 -78	-0.2%	-$4.55K	0.26%	79
2024 Q1	$1.99M	Sell	34,704 -2,046	-6%	-$113K	0.25%	85
2023 Q4	$1.9M	Sell	36,750 -450	-1%	-$21.7K	0.26%	85
2023 Q3	$1.69M	Sell	37,200 -1,074	-3%	-$50.7K	0.25%	88
2023 Q2	$1.81M	Sell	38,274 -3,798	-9%	-$165K	0.27%	89
2023 Q1	$1.75M	Buy	+42,072	New	+$1.64M	0.27%	89

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Journey Advisory Group's VUG Position: Q2 2026 in Review

Journey Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, selling an estimated $23.1K and leaving 10,670 shares worth $919K. The position accounts for 0.07% of the portfolio, ranked #166.

Journey Advisory Group first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.16M in Q4 2024. 2,308 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Journey Advisory Group held 10,670 shares of Vanguard Morningstar Growth ETF worth $919K as of Q2 2026.
Journey Advisory Group sold 274 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $23.1K.
Vanguard Morningstar Growth ETF made up 0.07% of Journey Advisory Group's portfolio in Q2 2026, its #166 holding.
Journey Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
Journey Advisory Group's Vanguard Morningstar Growth ETF position peaked at $2.16M in Q4 2024.
2,308 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.