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

MGO 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 Q1	–	Sell	-3,354	Closed	-$273K	–	67
2025 Q4	$273K	Sell	3,354 -600	-15%	-$48.7K	0.17%	56
2025 Q3	$316K	Hold	3,954	–	–	0.19%	55
2025 Q2	$289K	Hold	3,954	–	–	0.19%	52
2025 Q1	$244K	Hold	3,954	–	–	0.17%	50
2024 Q4	$270K	Hold	3,954	–	–	0.19%	51
2024 Q3	$253K	Sell	3,954 -108,642	-96%	-$6.73M	0.18%	51
2024 Q2	$7.02M	Sell	112,596 -3,660	-3%	-$213K	4.41%	5
2024 Q1	$6.67M	Sell	116,256 -9,276	-7%	-$510K	4.18%	7
2023 Q4	$6.5M	Buy	125,532 +858	+0.7%	+$41.4K	4.47%	7
2023 Q3	$5.66M	Buy	124,674 +14,970	+14%	+$707K	4.22%	7
2023 Q2	$5.17M	Buy	109,704 +66,762	+155%	+$2.9M	3.89%	8
2023 Q1	$1.79M	Buy	+42,942	New	+$1.67M	1.4%	19

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MGO Private Wealth's VUG Position: Q1 2026 in Review

MGO Private Wealth sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 3,354 shares — an estimated $273K sold.

MGO Private Wealth first reported a position in VUG in Q1 2023 and held it in 12 quarters. The position peaked at $7.02M in Q2 2024. 2,741 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

MGO Private Wealth reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
MGO Private Wealth sold 3,354 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $273K.
MGO Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and held it in 12 quarters.
MGO Private Wealth's Vanguard Morningstar Growth ETF position peaked at $7.02M in Q2 2024.
2,741 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.