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

Magnolia 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 		– Sell
-666
Closed -$48.5K – 197
2026
Q1 		$48.5K Buy
+666
New +$51.8K 0.03% 55

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Magnolia Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 666 shares — an estimated $48.5K sold.

Magnolia Wealth Management first reported a position in VUG in Q1 2026 and held it in 1 quarter. The position peaked at $48.5K in Q1 2026. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Magnolia Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 666 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $48.5K.
  • Magnolia Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's Vanguard Morningstar Growth ETF position peaked at $48.5K in Q1 2026.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.