Montis Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Montis Financial’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	–	Sell	-4,602	Closed	-$335K	–	159
2026 Q1	$335K	Buy	+4,602	New	+$358K	0.07%	119
2025 Q4	–	Sell	-10,170	Closed	-$813K	–	164
2025 Q3	$813K	Sell	10,170 -720	-7%	-$55K	0.19%	73
2025 Q2	$796K	Hold	10,890	–	–	0.22%	63
2025 Q1	$673K	Buy	+10,890	New	+$734K	0.2%	71

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

Montis Financial's VUG Position: Q2 2026 in Review

Montis Financial sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 4,602 shares — an estimated $335K sold.

Montis Financial first reported a position in VUG in Q1 2025 and held it in 4 quarters. The position peaked at $813K in Q3 2025. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Montis Financial reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
Montis Financial sold 4,602 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $335K.
Montis Financial first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and held it in 4 quarters.
Montis Financial's Vanguard Morningstar Growth ETF position peaked at $813K in Q3 2025.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.