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

Moulton 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 Q1	–	Sell	-12,012	Closed	-$973K	–	70
2025 Q4	$973K	Buy	12,012 +138	+1%	+$11.2K	0.92%	30
2025 Q3	$949K	Buy	+11,874	New	+$907K	0.69%	37
2025 Q1	–	Sell	-50,862	Closed	-$3.48M	–	46
2024 Q4	$3.48M	Buy	50,862 +402	+0.8%	+$27K	2.67%	9
2024 Q3	$3.22M	Sell	50,460 -13,020	-21%	-$807K	2.69%	11
2024 Q2	$4.14M	Buy	+63,480	New	+$3.7M	3.75%	6
2022 Q1	–	Sell	-72,348	Closed	-$3.83M	–	23
2021 Q4	$3.83M	Sell	72,348 -546	-0.7%	-$28.4K	2.8%	11
2021 Q3	$3.56M	Buy	+72,894	New	+$3.63M	2.66%	12

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Moulton Wealth Management's VUG Position: Q1 2026 in Review

Moulton Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 12,012 shares — an estimated $973K sold.

Moulton Wealth Management first reported a position in VUG in Q3 2021 and held it in 7 quarters. The position peaked at $4.14M in Q2 2024. 2,741 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Moulton Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
Moulton Wealth Management sold 12,012 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $973K.
Moulton Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and held it in 7 quarters.
Moulton Wealth Management's Vanguard Morningstar Growth ETF position peaked at $4.14M in Q2 2024.
2,741 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Moulton Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.