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

Liberty 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	$2.19M	Sell	5,020 -25,100	-83%	-$2.11M	0.27%	69
2026 Q1	$2.19M	Buy	30,120 +1,704	+6%	+$133K	0.27%	69
2025 Q4	$2.31M	Sell	28,416 -1,380	-5%	-$112K	0.3%	63
2025 Q3	$2.38M	Sell	29,796 -1,134	-4%	-$86.7K	0.34%	61
2025 Q2	$2.26M	Buy	+30,930	New	+$2.04M	0.35%	55
2025 Q1	–	Sell	-33,672	Closed	-$2.3M	–	212
2024 Q4	$2.3M	Buy	33,672 +54	+0.2%	+$3.63K	0.38%	53
2024 Q3	$2.15M	Sell	33,618 -2,688	-7%	-$167K	0.37%	52
2024 Q2	$2.26M	Buy	36,306 +3,780	+12%	+$220K	0.41%	49
2024 Q1	$1.88M	Buy	32,526 +9,360	+40%	+$515K	0.37%	53
2023 Q4	$1.41M	Sell	23,166 -3,048	-12%	-$147K	0.3%	54
2023 Q3	$1.19M	Sell	26,214 -894	-3%	-$42.2K	0.3%	52
2023 Q2	$1.28M	Sell	27,108 -6,066	-18%	-$263K	0.32%	47
2023 Q1	$1.37M	Buy	+33,174	New	+$1.29M	0.28%	60
2022 Q3	$1.68M	Buy	47,142 +3,732	+9%	+$150K	0.45%	40
2022 Q2	$1.83M	Sell	43,410 -1,728	-4%	-$71K	0.74%	32
2022 Q1	$2.06M	Buy	45,138 +44,988	+29,992%	+$2.13M	0.74%	32
2021 Q4	$10.5M	Sell	150 -46,740	-100%	-$2.43M	0.46%	25
2021 Q3	$2.35M	Buy	46,890 +20,748	+79%	+$1.03M	0.84%	27
2021 Q2	$1.12M	Buy	26,142 +4,692	+22%	+$213K	0.44%	36
2021 Q1	$918K	Hold	21,450	–	–	0.45%	32
2020 Q4	$918K	Sell	21,450 -204	-0.9%	-$8.14K	0.45%	32
2020 Q3	$821K	Buy	21,654 +828	+4%	+$30.6K	0.48%	32
2020 Q2	$702K	Sell	20,826 -1,650	-7%	-$50.7K	0.49%	36
2020 Q1	$587K	Sell	22,476 -1,836	-8%	-$55K	0.51%	36
2019 Q4	$738K	Sell	24,312 -3,132	-11%	-$90.4K	0.58%	29
2019 Q3	$761K	Buy	27,444 +678	+3%	+$18.8K	0.72%	28
2019 Q2	$729K	Buy	26,766 +252	+1%	+$6.73K	0.64%	31
2019 Q1	$691K	Buy	26,514 +174	+0.7%	+$4.29K	0.52%	24
2018 Q4	$589K	Buy	+26,340	New	+$638K	0.44%	30

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

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

Liberty Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $2.11M and leaving 5,020 shares worth $2.19M. The position accounts for 0.27% of the portfolio, ranked #69.

Liberty Wealth Management first reported a position in VUG in Q4 2018 and has held it in 29 quarters since. The position peaked at $10.5M in Q4 2021. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Liberty Wealth Management held 5,020 shares of Vanguard Morningstar Growth ETF worth $2.19M as of Q2 2026.
Liberty Wealth Management sold 25,100 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.11M.
Vanguard Morningstar Growth ETF made up 0.27% of Liberty Wealth Management's portfolio in Q2 2026, its #69 holding.
Liberty Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 29 quarters since.
Liberty Wealth Management's Vanguard Morningstar Growth ETF position peaked at $10.5M in Q4 2021.
2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.