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

LongView 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	$7.96M	Sell	92,435 -583	-0.6%	-$49.1K	2.04%	12
2026 Q1	$7.39M	Sell	93,018 -1,836	-2%	-$143K	1.86%	11
2025 Q4	$7.79M	Sell	94,854 -1,824	-2%	-$148K	1.88%	11
2025 Q3	$7.73M	Sell	96,678 -3,846	-4%	-$294K	2.09%	10
2025 Q2	$7.35M	Sell	100,524 -32,538	-24%	-$2.14M	2.22%	9
2025 Q1	$8.22M	Sell	133,062 -1,776	-1%	-$120K	2.47%	8
2024 Q4	$9.22M	Sell	134,838 -522	-0.4%	-$35.1K	2.81%	7
2024 Q3	$8.66M	Buy	135,360 +11,826	+10%	+$733K	2.76%	8
2024 Q2	$7.7M	Sell	123,534 -792	-0.6%	-$46.2K	2.84%	7
2024 Q1	$7.13M	Buy	124,326 +4,476	+4%	+$246K	2.83%	6
2023 Q4	$6.16M	Buy	+119,850	New	+$5.79M	2.75%	6

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

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

LongView Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.63% in Q2 2026, selling an estimated $49.1K and leaving 92,435 shares worth $7.96M. The position accounts for 2.04% of the portfolio, ranked #12.

LongView Wealth Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.22M in Q4 2024. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

LongView Wealth Management held 92,435 shares of Vanguard Morningstar Growth ETF worth $7.96M as of Q2 2026.
LongView Wealth Management sold 583 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $49.1K.
Vanguard Morningstar Growth ETF made up 2.04% of LongView Wealth Management's portfolio in Q2 2026, its #12 holding.
LongView Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Vanguard Morningstar Growth ETF position peaked at $9.22M in Q4 2024.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.