Journey Beyond Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Journey Beyond 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	$7.19M	Sell	83,500 -716	-0.9%	-$60.2K	5.62%	6
2026 Q1	$6.13M	Buy	84,216 +2,310	+3%	+$180K	5.27%	6
2025 Q4	$6.66M	Sell	81,906 -7,002	-8%	-$568K	5.3%	5
2025 Q3	$7.11M	Sell	88,908 -10,038	-10%	-$767K	5.85%	5
2025 Q2	$7.23M	Buy	98,946 +8,352	+9%	+$550K	6.1%	5
2025 Q1	$5.6M	Buy	90,594 +4,974	+6%	+$335K	5.23%	6
2024 Q4	$5.86M	Buy	+85,620	New	+$5.75M	5.5%	4

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 Beyond Wealth's VUG Position: Q2 2026 in Review

Journey Beyond Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.85% in Q2 2026, selling an estimated $60.2K and leaving 83,500 shares worth $7.19M. The position accounts for 5.62% of the portfolio, ranked #6.

Journey Beyond Wealth first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.23M in Q2 2025. 2,208 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Journey Beyond Wealth held 83,500 shares of Vanguard Morningstar Growth ETF worth $7.19M as of Q2 2026.
Journey Beyond Wealth sold 716 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $60.2K.
Vanguard Morningstar Growth ETF made up 5.62% of Journey Beyond Wealth's portfolio in Q2 2026, its #6 holding.
Journey Beyond Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Journey Beyond Wealth's Vanguard Morningstar Growth ETF position peaked at $7.23M in Q2 2025.
2,208 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.