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

Monetary 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	$634K	Buy	7,362 +3,570	+94%	+$300K	0.13%	142
2026 Q1	$276K	Buy	3,792 +3,222	+565%	+$251K	0.07%	184
2025 Q4	$46.3K	Sell	570 -30	-5%	-$2.44K	0.01%	259
2025 Q3	$48K	Sell	600 -30	-5%	-$2.29K	0.01%	255
2025 Q2	$46K	Sell	630 -30	-5%	-$1.98K	0.01%	256
2025 Q1	$40.8K	Sell	660 -90	-12%	-$6.07K	0.01%	263
2024 Q4	$51.3K	Hold	750	–	–	0.01%	260
2024 Q3	$48K	Sell	750 -30	-4%	-$1.86K	0.01%	258
2024 Q2	$48.6K	Sell	780 -120	-13%	-$7K	0.01%	257
2024 Q1	$51.6K	Hold	900	–	–	0.01%	254
2023 Q4	$46.6K	Hold	900	–	–	0.01%	251
2023 Q3	$40.8K	Hold	900	–	–	0.01%	256
2023 Q2	$42.4K	Hold	900	–	–	0.01%	258
2023 Q1	$37.4K	Sell	900 -600	-40%	-$23.3K	0.01%	266
2022 Q4	$53.3K	Sell	1,500 -600	-29%	-$22.1K	0.02%	256
2022 Q3	$75K	Hold	2,100	–	–	0.02%	231
2022 Q2	$78K	Hold	2,100	–	–	0.02%	228
2022 Q1	$101K	Buy	2,100 +180	+9%	+$8.51K	0.03%	222
2021 Q4	$103K	Buy	+1,920	New	+$100K	0.03%	227

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Monetary Management Group's VUG Position: Q2 2026 in Review

Monetary Management Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 94% in Q2 2026, buying an estimated $300K and bringing the position to 7,362 shares worth $634K. The position accounts for 0.13% of the portfolio, ranked #142.

Monetary Management Group first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Monetary Management Group held 7,362 shares of Vanguard Morningstar Growth ETF worth $634K as of Q2 2026.
Monetary Management Group bought 3,570 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $300K.
Vanguard Morningstar Growth ETF made up 0.13% of Monetary Management Group's portfolio in Q2 2026, its #142 holding.
Monetary Management Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.