Monument Group Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Monument Group Wealth Advisors’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	$276K	Sell	3,423 -81	-2%	-$6.82K	0.13%	35
2026 Q1	$255K	Sell	3,504 -4,134	-54%	-$322K	0.14%	35
2025 Q4	$621K	Buy	7,638 +2,346	+44%	+$190K	0.34%	17
2025 Q3	$423K	Hold	5,292	–	–	0.25%	20
2025 Q2	$387K	Sell	5,292 -3,258	-38%	-$214K	0.24%	26
2025 Q1	$528K	Buy	+8,550	New	+$576K	0.37%	20
2024 Q4	–	Sell	-5,382	Closed	-$345K	–	53
2024 Q3	$345K	Hold	5,382	–	–	0.21%	30
2024 Q2	$335K	Hold	5,382	–	–	0.23%	30
2024 Q1	$309K	Hold	5,382	–	–	0.23%	33
2023 Q4	$279K	Buy	+5,382	New	+$260K	0.24%	32

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

Monument Group Wealth Advisors's VUG Position: Q2 2026 in Review

Monument Group Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q2 2026, selling an estimated $6.82K and leaving 3,423 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #35.

Monument Group Wealth Advisors first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $621K in Q4 2025. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Monument Group Wealth Advisors held 3,423 shares of Vanguard Morningstar Growth ETF worth $276K as of Q2 2026.
Monument Group Wealth Advisors sold 81 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $6.82K.
Vanguard Morningstar Growth ETF made up 0.13% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
Monument Group Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $621K in Q4 2025.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.