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Monetary Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Monetary Solutions’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 		$14.5K Hold
168
– – 0.01% 191
2026
Q1 		$12.2K Hold
168
– – 0.01% 189
2025
Q4 		$13.7K Buy
+168
New +$13.6K 0.01% 185

Other funds holding VUG

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
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Monetary Solutions's VUG Position: Q2 2026 in Review

Monetary Solutions held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 168 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #191.

Monetary Solutions first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,577 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Monetary Solutions held 168 shares of Vanguard Morningstar Growth ETF worth $14.5K as of Q2 2026.
  • Monetary Solutions left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.01% of Monetary Solutions's portfolio in Q2 2026, its #191 holding.
  • Monetary Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,577 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.