MPWM Advisory Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MPWM Advisory Solutions’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	$78.1K	Buy	907 +1	+0.1%	+$84	0.04%	172
2026 Q1	$66K	Hold	906	–	–	0.04%	172
2025 Q4	$73.7K	Hold	906	–	–	0.04%	146
2025 Q3	$72.5K	Hold	906	–	–	0.04%	137
2025 Q2	$66.2K	Buy	906 +330	+57%	+$21.7K	0.04%	138
2025 Q1	$35.6K	Hold	576	–	–	0.03%	178
2024 Q4	$39.4K	Buy	+576	New	+$38.7K	0.03%	173

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

MPWM Advisory Solutions's VUG Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.11% in Q2 2026, buying an estimated $84 and bringing the position to 907 shares worth $78.1K. The position accounts for 0.04% of the portfolio, ranked #172.

MPWM Advisory Solutions first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

MPWM Advisory Solutions held 907 shares of Vanguard Morningstar Growth ETF worth $78.1K as of Q2 2026.
MPWM Advisory Solutions bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #172 holding.
MPWM Advisory Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.