MWM
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Mosley Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Mosley Wealth Management’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 		$11.9M Buy
137,968
+131,284
+1,964% +$11M 3.78% 5
2026
Q1 		$534K Sell
6,684
-1,146
-15% -$89.2K 0.24% 86
2025
Q4 		$636K Buy
+7,830
New +$635K 0.29% 75

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
PWP
Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return

Mosley Wealth Management's VUG Position: Q2 2026 in Review

Mosley Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 1,964% in Q2 2026, buying an estimated $11M and bringing the position to 137,968 shares worth $11.9M. The position accounts for 3.78% of the portfolio, ranked #5.

Mosley Wealth Management first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 1,985 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Mosley Wealth Management held 137,968 shares of Vanguard Morningstar Growth ETF worth $11.9M as of Q2 2026.
  • Mosley Wealth Management bought 131,284 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $11M.
  • Vanguard Morningstar Growth ETF made up 3.78% of Mosley Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Mosley Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.