My Personal CFO LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

My Personal CFO LLC’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	$349K	Sell	4,049 -1	-0%	-$84	0.14%	74
2026 Q1	$295K	Hold	4,050	–	–	0.13%	75
2025 Q4	$329K	Sell	4,050 -1,020	-20%	-$82.8K	0.14%	76
2025 Q3	$405K	Buy	5,070 +1,020	+25%	+$77.9K	0.16%	66
2025 Q2	$296K	Hold	4,050	–	–	0.13%	77
2025 Q1	$250K	Buy	4,050 +6	+0.1%	+$405	0.13%	79
2024 Q4	$277K	Buy	4,044 +6	+0.1%	+$403	0.14%	78
2024 Q3	$258K	Sell	4,038 -114	-3%	-$7.07K	0.14%	79
2024 Q2	$259K	Hold	4,152	–	–	0.14%	93
2024 Q1	$238K	Buy	4,152 +6	+0.1%	+$330	0.14%	92
2023 Q4	$215K	Buy	+4,146	New	+$200K	0.14%	88

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

My Personal CFO LLC's VUG Position: Q2 2026 in Review

My Personal CFO LLC reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q2 2026, selling an estimated $84 and leaving 4,049 shares worth $349K. The position accounts for 0.14% of the portfolio, ranked #74.

My Personal CFO LLC first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $405K in Q3 2025. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

My Personal CFO LLC held 4,049 shares of Vanguard Morningstar Growth ETF worth $349K as of Q2 2026.
My Personal CFO LLC sold 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.14% of My Personal CFO LLC's portfolio in Q2 2026, its #74 holding.
My Personal CFO LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
My Personal CFO LLC's Vanguard Morningstar Growth ETF position peaked at $405K in Q3 2025.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.