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

Modern 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 		$5.23M Buy
60,707
+33,707
+125% +$2.84M 0.06% 255
2026
Q1 		$1.99M Sell
27,000
-846
-3% -$65.8K 0.03% 307
2025
Q4 		$2.26M Buy
27,846
+1,200
+5% +$97.4K 0.04% 279
2025
Q3 		$2.13M Buy
26,646
+6,846
+35% +$523K 0.04% 273
2025
Q2 		$1.45M Buy
19,800
+3,540
+22% +$233K 0.04% 308
2025
Q1 		$1M Buy
16,260
+1,212
+8% +$81.7K 0.03% 302
2024
Q4 		$1.03M Buy
15,048
+4,614
+44% +$310K 0.04% 254
2024
Q3 		$668K Buy
10,434
+1,218
+13% +$75.5K 0.04% 206
2024
Q2 		$574K Buy
9,216
+2,850
+45% +$166K 0.04% 199
2024
Q1 		$365K Buy
+6,366
New +$350K 0.03% 213

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Modern Wealth Management's VUG Position: Q2 2026 in Review

Modern Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 125% in Q2 2026, buying an estimated $2.84M and bringing the position to 60,707 shares worth $5.23M. The position accounts for 0.06% of the portfolio, ranked #255.

Modern Wealth Management first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Modern Wealth Management held 60,707 shares of Vanguard Morningstar Growth ETF worth $5.23M as of Q2 2026.
  • Modern Wealth Management bought 33,707 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.84M.
  • Vanguard Morningstar Growth ETF made up 0.06% of Modern Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Modern Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.