Moneywise Inc’s Vanguard Growth ETF VUG Stock Holding History

Moneywise Inc’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	$2.82M	Buy	32,720 +21,770	+199%	+$1.83M	1.05%	26
2026 Q1	$797K	Sell	10,950 -22,650	-67%	-$1.76M	0.35%	50
2025 Q4	$2.73M	Sell	33,600 -324	-1%	-$26.3K	1.14%	24
2025 Q3	$2.71M	Sell	33,924 -108	-0.3%	-$8.25K	1.23%	21
2025 Q2	$2.49M	Buy	34,032 +29,016	+578%	+$1.91M	1.17%	24
2025 Q1	$310K	Buy	5,016 +6	+0.1%	+$405	0.16%	50
2024 Q4	$343K	Sell	5,010 -294	-6%	-$19.8K	0.17%	44
2024 Q3	$339K	Buy	5,304 +48	+0.9%	+$2.98K	0.17%	50
2024 Q2	$328K	Hold	5,256	–	–	0.17%	48
2024 Q1	$302K	Buy	5,256 +6	+0.1%	+$330	0.16%	54
2023 Q4	$272K	Sell	5,250 -408	-7%	-$19.7K	0.16%	46
2023 Q3	$257K	Buy	5,658 +6	+0.1%	+$283	0.16%	44
2023 Q2	$267K	Buy	5,652 +6	+0.1%	+$260	0.17%	43
2023 Q1	$235K	Buy	5,646 +12	+0.2%	+$467	0.15%	46
2022 Q4	$200K	Buy	5,634 +12	+0.2%	+$441	0.15%	48
2022 Q3	$200K	Buy	5,622 +12	+0.2%	+$482	0.16%	48
2022 Q2	$208K	Buy	5,610 +6	+0.1%	+$246	0.16%	48
2022 Q1	$269K	Buy	5,604 +6	+0.1%	+$284	0.18%	41
2021 Q4	$299K	Buy	5,598 +6	+0.1%	+$313	0.19%	40
2021 Q3	$270K	Buy	5,592 +6	+0.1%	+$299	0.18%	42
2021 Q2	$267K	Buy	5,586 +12	+0.2%	+$545	0.18%	41
2021 Q1	$239K	Buy	5,574 +6	+0.1%	+$257	0.16%	45
2020 Q4	$235K	Sell	5,568 -444	-7%	-$17.7K	0.17%	43
2020 Q3	$228K	Buy	6,012 +12	+0.2%	+$443	0.18%	41
2020 Q2	$202K	Buy	+6,000	New	+$185K	0.16%	42
2017 Q4	–	Sell	-9,552	Closed	-$211K	–	41
2017 Q3	$211K	Sell	9,552 -90	-0.9%	-$1.96K	0.17%	38
2017 Q2	$204K	Buy	+9,642	New	+$202K	0.17%	38

Other funds holding VUG

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Moneywise Inc's VUG Position: Q2 2026 in Review

Moneywise Inc increased its Vanguard Growth ETF (VUG) stake by 199% in Q2 2026, buying an estimated $1.83M and bringing the position to 32,720 shares worth $2.82M. The position accounts for 1.05% of the portfolio, ranked #26.

Moneywise Inc first reported a position in VUG in Q2 2017 and has held it in 27 quarters since. 745 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Moneywise Inc held 32,720 shares of Vanguard Growth ETF worth $2.82M as of Q2 2026.
Moneywise Inc bought 21,770 Vanguard Growth ETF shares in Q2 2026, an estimated $1.83M.
Vanguard Growth ETF made up 1.05% of Moneywise Inc's portfolio in Q2 2026, its #26 holding.
Moneywise Inc first reported a position in Vanguard Growth ETF in Q2 2017 and has held it in 27 quarters since.
745 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.