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

Latko 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	$2.98M	Sell	34,545 -1,485	-4%	-$125K	1.26%	19
2026 Q1	$2.62M	Sell	36,030 -9,402	-21%	-$731K	1.28%	19
2025 Q4	$3.69M	Sell	45,432 -13,980	-24%	-$1.13M	1.81%	15
2025 Q3	$4.75M	Sell	59,412 -8,262	-12%	-$631K	2.41%	11
2025 Q2	$4.95M	Buy	67,674 +1,020	+2%	+$67.2K	2.78%	10
2025 Q1	$4.12M	Sell	66,654 -3,024	-4%	-$204K	2.67%	10
2024 Q4	$4.77M	Sell	69,678 -2,634	-4%	-$177K	2.83%	10
2024 Q3	$4.63M	Buy	+72,312	New	+$4.48M	2.81%	10

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

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

Latko Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.1% in Q2 2026, selling an estimated $125K and leaving 34,545 shares worth $2.98M. The position accounts for 1.26% of the portfolio, ranked #19.

Latko Wealth Management first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.95M in Q2 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Latko Wealth Management held 34,545 shares of Vanguard Morningstar Growth ETF worth $2.98M as of Q2 2026.
Latko Wealth Management sold 1,485 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $125K.
Vanguard Morningstar Growth ETF made up 1.26% of Latko Wealth Management's portfolio in Q2 2026, its #19 holding.
Latko Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
Latko Wealth Management's Vanguard Morningstar Growth ETF position peaked at $4.95M in Q2 2025.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.