Morris Financial Concepts’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Morris Financial Concepts’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	$88.4K	Buy	1,026 +114	+13%	+$9.59K	0.03%	148
2026 Q1	$66.4K	Hold	912	–	–	0.02%	151
2025 Q4	$74.2K	Hold	912	–	–	0.03%	147
2025 Q3	$72.9K	Sell	912 -24	-3%	-$1.83K	0.03%	151
2025 Q2	$68.4K	Sell	936 -36	-4%	-$2.37K	0.03%	150
2025 Q1	$60.1K	Hold	972	–	–	0.03%	149
2024 Q4	$66.5K	Hold	972	–	–	0.03%	140
2024 Q3	$62.2K	Buy	972 +822	+548%	+$51K	0.03%	145
2024 Q2	$9.35K	Hold	150	–	–	﹤0.01%	138
2024 Q1	$8.61K	Hold	150	–	–	﹤0.01%	137
2023 Q4	$7.77K	Sell	150 -96	-39%	-$4.63K	﹤0.01%	137
2023 Q3	$11.2K	Hold	246	–	–	0.01%	124
2023 Q2	$11.6K	Hold	246	–	–	0.01%	127
2023 Q1	$10.2K	Hold	246	–	–	0.01%	126
2022 Q4	$8.74K	Buy	246 +168	+215%	+$6.18K	0.01%	119
2022 Q3	$3K	Hold	78	–	–	﹤0.01%	106
2022 Q2	$3K	Sell	78 -1,860	-96%	-$76.4K	﹤0.01%	114
2022 Q1	$93K	Buy	1,938 +1,860	+2,385%	+$88K	0.08%	81
2021 Q4	$4K	Buy	+78	New	+$4.06K	﹤0.01%	97

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

Morris Financial Concepts's VUG Position: Q2 2026 in Review

Morris Financial Concepts increased its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q2 2026, buying an estimated $9.59K and bringing the position to 1,026 shares worth $88.4K. The position accounts for 0.03% of the portfolio, ranked #148.

Morris Financial Concepts first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $93K in Q1 2022. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Morris Financial Concepts held 1,026 shares of Vanguard Morningstar Growth ETF worth $88.4K as of Q2 2026.
Morris Financial Concepts bought 114 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.59K.
Vanguard Morningstar Growth ETF made up 0.03% of Morris Financial Concepts's portfolio in Q2 2026, its #148 holding.
Morris Financial Concepts first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
Morris Financial Concepts's Vanguard Morningstar Growth ETF position peaked at $93K in Q1 2022.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.