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

Marks Group 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 		$2M Buy
23,167
+1
+0% +$84 0.17% 131
2026
Q1 		$1.69M Sell
23,166
-6,648
-22% -$517K 0.16% 149
2025
Q4 		$2.42M Hold
29,814
– – 0.23% 115
2025
Q3 		$2.38M Hold
29,814
– – 0.22% 112
2025
Q2 		$2.18M Sell
29,814
-1,194
-4% -$78.6K 0.2% 115
2025
Q1 		$1.92M Sell
31,008
-234
-0.7% -$15.8K 0.18% 123
2024
Q4 		$2.14M Sell
31,242
-1,638
-5% -$110K 0.21% 115
2024
Q3 		$2.1M Hold
32,880
– – 0.2% 122
2024
Q2 		$2.05M Sell
32,880
-438
-1% -$25.5K 0.22% 115
2024
Q1 		$1.91M Buy
33,318
+702
+2% +$38.6K 0.2% 126
2023
Q4 		$1.69M Buy
32,616
+348
+1% +$16.8K 0.19% 133
2023
Q3 		$1.46M Buy
32,268
+732
+2% +$34.6K 0.18% 139
2023
Q2 		$1.49M Sell
31,536
-276
-0.9% -$12K 0.18% 139
2023
Q1 		$1.32M Buy
31,812
+19,398
+156% +$754K 0.17% 143
2022
Q4 		$441K Buy
12,414
+450
+4% +$16.6K 0.06% 218
2022
Q3 		$427K Hold
11,964
– – 0.07% 212
2022
Q2 		$444K Buy
11,964
+540
+5% +$22.2K 0.06% 214
2022
Q1 		$548K Sell
11,424
-108
-0.9% -$5.11K 0.07% 224
2021
Q4 		$618K Sell
11,532
-234
-2% -$12.2K 0.08% 213
2021
Q3 		$569K Buy
11,766
+1,884
+19% +$93.8K 0.08% 193
2021
Q2 		$473K Sell
9,882
-222
-2% -$10.1K 0.06% 188
2021
Q1 		$433K Sell
10,104
-714
-7% -$30.5K 0.06% 186
2020
Q4 		$457K Buy
10,818
+1,332
+14% +$53.2K 0.07% 177
2020
Q3 		$360K Hold
9,486
– – 0.07% 188
2020
Q2 		$319K Sell
9,486
-2,496
-21% -$76.8K 0.06% 188
2020
Q1 		$313K Buy
11,982
+408
+4% +$12.2K 0.08% 175
2019
Q4 		$351K Buy
+11,574
New +$334K 0.07% 192

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

Marks Group Wealth Management's VUG Position: Q2 2026 in Review

Marks Group Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0% in Q2 2026, buying an estimated $84 and bringing the position to 23,167 shares worth $2M. The position accounts for 0.17% of the portfolio, ranked #131.

Marks Group Wealth Management first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.42M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Marks Group Wealth Management held 23,167 shares of Vanguard Morningstar Growth ETF worth $2M as of Q2 2026.
  • Marks Group Wealth Management bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
  • Vanguard Morningstar Growth ETF made up 0.17% of Marks Group Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Marks Group Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Vanguard Morningstar Growth ETF position peaked at $2.42M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.