Michels Family Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Michels Family Financial’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	$1.41M	Sell	16,409 -91	-0.6%	-$7.66K	0.91%	32
2026 Q1	$1.2M	Sell	16,500 -162	-1%	-$12.6K	0.87%	33
2025 Q4	$1.36M	Buy	16,662 +834	+5%	+$67.7K	1%	28
2025 Q3	$1.27M	Sell	15,828 -1,722	-10%	-$132K	0.99%	28
2025 Q2	$1.28M	Hold	17,550	–	–	1.09%	25
2025 Q1	$1.08M	Buy	17,550 +36	+0.2%	+$2.43K	0.98%	27
2024 Q4	$1.2M	Buy	+17,514	New	+$1.18M	1.1%	23

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

EP Wealth Advisors Torrance, California $26.2B AUM

Michels Family Financial's VUG Position: Q2 2026 in Review

Michels Family Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.55% in Q2 2026, selling an estimated $7.66K and leaving 16,409 shares worth $1.41M. The position accounts for 0.91% of the portfolio, ranked #32.

Michels Family Financial first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Michels Family Financial held 16,409 shares of Vanguard Morningstar Growth ETF worth $1.41M as of Q2 2026.
Michels Family Financial sold 91 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.66K.
Vanguard Morningstar Growth ETF made up 0.91% of Michels Family Financial's portfolio in Q2 2026, its #32 holding.
Michels Family Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.