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

Marion 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	$1.36M	Sell	15,846 -408	-3%	-$34.3K	0.28%	78
2026 Q1	$1.18M	Sell	16,254 -144	-0.9%	-$11.2K	0.26%	77
2025 Q4	$1.32M	Hold	16,398	–	–	0.29%	72
2025 Q3	$1.31M	Sell	16,398 -138	-0.8%	-$10.5K	0.31%	69
2025 Q2	$1.21M	Buy	16,536 +252	+2%	+$16.6K	0.3%	69
2025 Q1	$1.01M	Sell	16,284 -1,212	-7%	-$81.7K	0.27%	74
2024 Q4	$1.2M	Hold	17,496	–	–	0.32%	69
2024 Q3	$1.12M	Sell	17,496 -42	-0.2%	-$2.6K	0.3%	72
2024 Q2	$1.09M	Buy	17,538 +588	+3%	+$34.3K	0.32%	65
2024 Q1	$972K	Hold	16,950	–	–	0.29%	72
2023 Q4	$878K	Hold	16,950	–	–	0.28%	73
2023 Q3	$769K	Hold	16,950	–	–	0.27%	70
2023 Q2	$799K	Hold	16,950	–	–	0.28%	67
2023 Q1	$705K	Buy	16,950 +2,004	+13%	+$77.9K	0.26%	70
2022 Q4	$531K	Hold	14,946	–	–	0.22%	79
2022 Q3	$533K	Hold	14,946	–	–	0.27%	72
2022 Q2	$555K	Hold	14,946	–	–	0.29%	72
2022 Q1	$716K	Hold	14,946	–	–	0.35%	62
2021 Q4	$799K	Buy	+14,946	New	+$779K	0.38%	58

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

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

Marion Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, selling an estimated $34.3K and leaving 15,846 shares worth $1.36M. The position accounts for 0.28% of the portfolio, ranked #78.

Marion Wealth Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Marion Wealth Management held 15,846 shares of Vanguard Morningstar Growth ETF worth $1.36M as of Q2 2026.
Marion Wealth Management sold 408 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $34.3K.
Vanguard Morningstar Growth ETF made up 0.28% of Marion Wealth Management's portfolio in Q2 2026, its #78 holding.
Marion Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.