Libra Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Libra 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 Q2	$1.53M	Hold	17,766	–	–	0.39%	25
2026 Q1	$1.29M	Hold	17,766	–	–	0.36%	26
2025 Q4	$1.44M	Buy	17,766 +1,332	+8%	+$108K	0.4%	25
2025 Q3	$1.31M	Hold	16,434	–	–	0.39%	25
2025 Q2	$1.2M	Hold	16,434	–	–	0.39%	25
2025 Q1	$1.02M	Buy	16,434 +1,824	+12%	+$123K	0.38%	24
2024 Q4	$999K	Hold	14,610	–	–	0.39%	25
2024 Q3	$935K	Hold	14,610	–	–	0.37%	25
2024 Q2	$911K	Sell	14,610 -594	-4%	-$34.6K	0.39%	23
2024 Q1	$872K	Sell	15,204 -1,470	-9%	-$80.8K	0.38%	25
2023 Q4	$864K	Sell	16,674 -426	-2%	-$20.6K	0.43%	22
2023 Q3	$776K	Sell	17,100 -126	-0.7%	-$5.95K	0.43%	23
2023 Q2	$812K	Hold	17,226	–	–	0.44%	23
2023 Q1	$716K	Hold	17,226	–	–	0.42%	24
2022 Q4	$612K	Hold	17,226	–	–	0.02%	31
2022 Q3	$614K	Buy	17,226 +10,104	+142%	+$406K	0.4%	26
2022 Q2	$265K	Buy	+7,122	New	+$293K	0.19%	33

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

Libra Wealth's VUG Position: Q2 2026 in Review

Libra Wealth held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 17,766 shares worth $1.53M. The position accounts for 0.39% of the portfolio, ranked #25.

Libra Wealth first reported a position in VUG in Q2 2022 and has held it in 17 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Libra Wealth held 17,766 shares of Vanguard Morningstar Growth ETF worth $1.53M as of Q2 2026.
Libra Wealth left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.39% of Libra Wealth's portfolio in Q2 2026, its #25 holding.
Libra Wealth first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and has held it in 17 quarters since.
2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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