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

McGlone Suttner 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	$600K	Sell	6,962 -166	-2%	-$14K	0.07%	115
2026 Q1	$519K	Sell	7,128 -1,260	-15%	-$98K	0.07%	119
2025 Q4	$682K	Buy	8,388 +3,006	+56%	+$244K	0.09%	97
2025 Q3	$430K	Hold	5,382	–	–	0.06%	132
2025 Q2	$393K	Hold	5,382	–	–	0.06%	135
2025 Q1	$333K	Buy	+5,382	New	+$363K	0.05%	144
2024 Q1	–	Sell	-2,406	Closed	-$125K	–	761
2023 Q4	$125K	Buy	+2,406	New	+$116K	0.02%	190

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

McGlone Suttner Wealth Management's VUG Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q2 2026, selling an estimated $14K and leaving 6,962 shares worth $600K. The position accounts for 0.07% of the portfolio, ranked #115.

McGlone Suttner Wealth Management first reported a position in VUG in Q4 2023 and has held it in 7 quarters since. The position peaked at $682K in Q4 2025. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

McGlone Suttner Wealth Management held 6,962 shares of Vanguard Morningstar Growth ETF worth $600K as of Q2 2026.
McGlone Suttner Wealth Management sold 166 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $14K.
Vanguard Morningstar Growth ETF made up 0.07% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #115 holding.
McGlone Suttner Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 7 quarters since.
McGlone Suttner Wealth Management's Vanguard Morningstar Growth ETF position peaked at $682K in Q4 2025.
2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.