Milestone Asset Management Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Milestone Asset Management Group’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	$858K	Sell	9,960 -420	-4%	-$35.3K	0.43%	57
2026 Q1	$756K	Buy	10,380 +396	+4%	+$30.8K	0.44%	56
2025 Q4	$812K	Buy	9,984 +606	+6%	+$49.2K	0.46%	52
2025 Q3	$750K	Buy	9,378 +6	+0.1%	+$458	0.47%	55
2025 Q2	$685K	Buy	9,372 +1,758	+23%	+$116K	0.51%	52
2025 Q1	$471K	Buy	7,614 +6	+0.1%	+$405	0.43%	59
2024 Q4	$521K	Buy	+7,608	New	+$511K	0.47%	55

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

Milestone Asset Management Group's VUG Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4% in Q2 2026, selling an estimated $35.3K and leaving 9,960 shares worth $858K. The position accounts for 0.43% of the portfolio, ranked #57.

Milestone Asset Management Group 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.

Milestone Asset Management Group held 9,960 shares of Vanguard Morningstar Growth ETF worth $858K as of Q2 2026.
Milestone Asset Management Group sold 420 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $35.3K.
Vanguard Morningstar Growth ETF made up 0.43% of Milestone Asset Management Group's portfolio in Q2 2026, its #57 holding.
Milestone Asset Management Group 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 Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.