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

Journey Strategic 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
Q1 		$347K Sell
4,764
-510
-10% -$39.7K 0.01% 478
2025
Q4 		$429K Buy
5,274
+36
+0.7% +$2.92K 0.01% 351
2025
Q3 		$419K Sell
5,238
-54
-1% -$4.13K 0.01% 349
2025
Q2 		$387K Sell
5,292
-240
-4% -$15.8K 0.01% 354
2025
Q1 		$342K Sell
5,532
-1,194
-18% -$80.5K 0.01% 304
2024
Q4 		$460K Buy
6,726
+2,436
+57% +$164K 0.02% 238
2024
Q3 		$275K Buy
+4,290
New +$266K 0.01% 361

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Journey Strategic Wealth's VUG Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9.7% in Q1 2026, selling an estimated $39.7K and leaving 4,764 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #478.

Journey Strategic Wealth first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $460K in Q4 2024. 2,742 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Journey Strategic Wealth held 4,764 shares of Vanguard Morningstar Growth ETF worth $347K as of Q1 2026.
  • Journey Strategic Wealth sold 510 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $39.7K.
  • Vanguard Morningstar Growth ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #478 holding.
  • Journey Strategic Wealth first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's Vanguard Morningstar Growth ETF position peaked at $460K in Q4 2024.
  • 2,742 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.