MASECO Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MASECO Private Wealth’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	$1.01M	Sell	11,675 -1,267	-10%	-$107K	0.03%	66
2026 Q1	$942K	Buy	12,942 +3,678	+40%	+$286K	0.03%	64
2025 Q4	$754K	Buy	+9,264	New	+$752K	0.03%	58
2025 Q3	–	Sell	-8,190	Closed	-$598K	–	518
2025 Q2	$598K	Buy	+8,190	New	+$539K	0.02%	72

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 22.9% 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

MASECO Private Wealth's VUG Position: Q2 2026 in Review

MASECO Private Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9.8% in Q2 2026, selling an estimated $107K and leaving 11,675 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #66.

MASECO Private Wealth first reported a position in VUG in Q2 2025 and has held it in 4 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

MASECO Private Wealth held 11,675 shares of Vanguard Morningstar Growth ETF worth $1.01M as of Q2 2026.
MASECO Private Wealth sold 1,267 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $107K.
Vanguard Morningstar Growth ETF made up 0.03% of MASECO Private Wealth's portfolio in Q2 2026, its #66 holding.
MASECO Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 4 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.