Laurel Wealth Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Laurel Wealth Planning’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	$419K	Hold	4,866	–	–	0.19%	52
2026 Q1	$354K	Sell	4,866 -1,074	-18%	-$83.5K	0.19%	49
2025 Q4	$483K	Buy	5,940 +366	+7%	+$29.7K	0.27%	46
2025 Q3	$446K	Hold	5,574	–	–	0.24%	48
2025 Q2	$407K	Sell	5,574 -102	-2%	-$6.71K	0.23%	45
2025 Q1	$351K	Hold	5,676	–	–	0.23%	44
2024 Q4	$388K	Hold	5,676	–	–	0.25%	44
2024 Q3	$363K	Hold	5,676	–	–	0.24%	44
2024 Q2	$354K	Hold	5,676	–	–	0.25%	42
2024 Q1	$326K	Hold	5,676	–	–	0.22%	44
2023 Q4	$294K	Hold	5,676	–	–	0.21%	45
2023 Q3	$258K	Hold	5,676	–	–	0.2%	46
2023 Q2	$268K	Hold	5,676	–	–	0.19%	49
2023 Q1	$236K	Hold	5,676	–	–	0.16%	54
2022 Q4	$202K	Hold	5,676	–	–	0.13%	59
2022 Q3	$202K	Hold	5,676	–	–	0.15%	55
2022 Q2	$211K	Hold	5,676	–	–	0.15%	58
2022 Q1	$272K	Hold	5,676	–	–	0.18%	62
2021 Q4	$304K	Hold	5,676	–	–	0.23%	56
2021 Q3	$275K	Buy	+5,676	New	+$282K	0.22%	52

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

Laurel Wealth Planning's VUG Position: Q2 2026 in Review

Laurel Wealth Planning held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 4,866 shares worth $419K. The position accounts for 0.19% of the portfolio, ranked #52.

Laurel Wealth Planning first reported a position in VUG in Q3 2021 and has held it in 20 quarters since. The position peaked at $483K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Laurel Wealth Planning held 4,866 shares of Vanguard Morningstar Growth ETF worth $419K as of Q2 2026.
Laurel Wealth Planning left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.19% of Laurel Wealth Planning's portfolio in Q2 2026, its #52 holding.
Laurel Wealth Planning first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 20 quarters since.
Laurel Wealth Planning's Vanguard Morningstar Growth ETF position peaked at $483K in Q4 2025.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.