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

Mascagni 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	$1.1M	Hold	12,726	–	–	0.68%	43
2026 Q1	$926K	Sell	12,726 -660	-5%	-$51.3K	0.66%	47
2025 Q4	$1.09M	Sell	13,386 -108	-0.8%	-$8.77K	0.81%	37
2025 Q3	$1.08M	Sell	13,494 -282	-2%	-$21.5K	0.83%	38
2025 Q2	$1.01M	Sell	13,776 -732	-5%	-$48.2K	0.86%	39
2025 Q1	$897K	Hold	14,508	–	–	0.89%	34
2024 Q4	$897K	Buy	+14,508	New	+$975K	0.89%	34

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

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

Mascagni Wealth Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 12,726 shares worth $1.1M. The position accounts for 0.68% of the portfolio, ranked #43.

Mascagni Wealth Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Mascagni Wealth Management held 12,726 shares of Vanguard Morningstar Growth ETF worth $1.1M as of Q2 2026.
Mascagni Wealth Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.68% of Mascagni Wealth Management's portfolio in Q2 2026, its #43 holding.
Mascagni Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.