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

MY 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	$265K	Sell	3,082 -644	-17%	-$54.2K	0.19%	40
2026 Q1	$230K	Buy	3,726 +300	+9%	+$23.3K	0.22%	24
2025 Q4	$279K	Hold	3,426	–	–	0.24%	29
2025 Q3	$274K	Hold	3,426	–	–	0.24%	28
2025 Q2	$250K	Sell	3,426 -300	-8%	-$19.8K	0.24%	27
2025 Q1	$230K	Hold	3,726	–	–	0.22%	24
2024 Q4	$255K	Sell	3,726 -84	-2%	-$5.64K	0.25%	24
2024 Q3	$244K	Buy	+3,810	New	+$236K	0.25%	24
2024 Q2	–	Sell	-3,810	Closed	-$219K	–	27
2024 Q1	$219K	Sell	3,810 -2,634	-41%	-$145K	0.24%	24
2023 Q4	$334K	Sell	6,444 -426	-6%	-$20.6K	0.31%	23
2023 Q3	$312K	Hold	6,870	–	–	0.31%	26
2023 Q2	$324K	Hold	6,870	–	–	0.3%	27
2023 Q1	$286K	Hold	6,870	–	–	0.29%	27
2022 Q4	$244K	Hold	6,870	–	–	0.37%	23
2022 Q3	$245K	Sell	6,870 -1,206	-15%	-$48.5K	0.26%	24
2022 Q2	$300K	Hold	8,076	–	–	0.32%	25
2022 Q1	$387K	Sell	8,076 -234	-3%	-$11.1K	0.36%	23
2021 Q4	$444K	Buy	+8,310	New	+$433K	0.39%	23

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 Wealth Management's VUG Position: Q2 2026 in Review

MY Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q2 2026, selling an estimated $54.2K and leaving 3,082 shares worth $265K. The position accounts for 0.19% of the portfolio, ranked #40.

MY Wealth Management first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $444K in Q4 2021. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

MY Wealth Management held 3,082 shares of Vanguard Morningstar Growth ETF worth $265K as of Q2 2026.
MY Wealth Management sold 644 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $54.2K.
Vanguard Morningstar Growth ETF made up 0.19% of MY Wealth Management's portfolio in Q2 2026, its #40 holding.
MY Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
MY Wealth Management's Vanguard Morningstar Growth ETF position peaked at $444K in Q4 2021.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.