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

Milestone Asset 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	$1.04M	Buy	12,050 +5,822	+93%	+$490K	0.16%	136
2026 Q1	$454K	Buy	6,228 +924	+17%	+$71.9K	0.08%	170
2025 Q4	$432K	Sell	5,304 -5,124	-49%	-$416K	0.08%	161
2025 Q3	$834K	Buy	10,428 +5,922	+131%	+$453K	0.16%	110
2025 Q2	$329K	Sell	4,506 -5,166	-53%	-$340K	0.07%	170
2025 Q1	$598K	Buy	9,672 +3,840	+66%	+$259K	0.13%	125
2024 Q4	$399K	Buy	5,832 +1,368	+31%	+$91.9K	0.09%	179
2024 Q3	$286K	Sell	4,464 -1,116	-20%	-$69.2K	0.06%	181
2024 Q2	$348K	Buy	5,580 +936	+20%	+$54.6K	0.09%	154
2024 Q1	$267K	Sell	4,644 -78	-2%	-$4.29K	0.08%	148
2023 Q4	$245K	Hold	4,722	–	–	0.08%	70
2023 Q3	$216K	Buy	+4,722	New	+$223K	0.08%	79

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's VUG Position: Q2 2026 in Review

Milestone Asset Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 93% in Q2 2026, buying an estimated $490K and bringing the position to 12,050 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #136.

Milestone Asset Management first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Milestone Asset Management held 12,050 shares of Vanguard Morningstar Growth ETF worth $1.04M as of Q2 2026.
Milestone Asset Management bought 5,822 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $490K.
Vanguard Morningstar Growth ETF made up 0.16% of Milestone Asset Management's portfolio in Q2 2026, its #136 holding.
Milestone Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.