Juncture Wealth Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Juncture Wealth Strategies’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	$2.76M	Buy	32,097 +7,029	+28%	+$591K	0.72%	34
2026 Q1	$1.82M	Buy	25,068 +3,702	+17%	+$288K	0.61%	30
2025 Q4	$1.74M	Buy	21,366 +3,864	+22%	+$314K	0.57%	34
2025 Q3	$1.4M	Buy	17,502 +3,060	+21%	+$234K	0.47%	39
2025 Q2	$1.06M	Buy	+14,442	New	+$951K	0.37%	47
2017 Q3	–	Sell	-10,584	Closed	-$224K	–	86
2017 Q2	$224K	Buy	+10,584	New	+$222K	0.13%	81

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

Juncture Wealth Strategies's VUG Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Vanguard Morningstar Growth ETF (VUG) stake by 28% in Q2 2026, buying an estimated $591K and bringing the position to 32,097 shares worth $2.76M. The position accounts for 0.72% of the portfolio, ranked #34.

Juncture Wealth Strategies first reported a position in VUG in Q2 2017 and has held it in 6 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Juncture Wealth Strategies held 32,097 shares of Vanguard Morningstar Growth ETF worth $2.76M as of Q2 2026.
Juncture Wealth Strategies bought 7,029 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $591K.
Vanguard Morningstar Growth ETF made up 0.72% of Juncture Wealth Strategies's portfolio in Q2 2026, its #34 holding.
Juncture Wealth Strategies first reported a position in Vanguard Morningstar Growth ETF in Q2 2017 and has held it in 6 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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