MYeCFO’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MYeCFO’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	$1.19M	Buy	13,812 +528	+4%	+$44.4K	0.45%	30
2026 Q1	$967K	Hold	13,284	–	–	0.4%	32
2025 Q4	$1.08M	Sell	13,284 -24	-0.2%	-$1.95K	0.46%	30
2025 Q3	$1.06M	Hold	13,308	–	–	0.48%	29
2025 Q2	$972K	Sell	13,308 -30	-0.2%	-$1.98K	0.48%	29
2025 Q1	$824K	Sell	13,338 -18	-0.1%	-$1.21K	0.44%	33
2024 Q4	$914K	Sell	13,356 -480	-3%	-$32.2K	0.49%	30
2024 Q3	$885K	Buy	13,836 +420	+3%	+$26K	0.48%	31
2024 Q2	$836K	Hold	13,416	–	–	0.48%	30
2024 Q1	$770K	Hold	13,416	–	–	0.45%	31
2023 Q4	$695K	Hold	13,416	–	–	0.44%	32
2023 Q3	$609K	Sell	13,416 -582	-4%	-$27.5K	0.42%	33
2023 Q2	$660K	Buy	13,998 +1,200	+9%	+$52K	0.48%	31
2023 Q1	$532K	Sell	12,798 -3,606	-22%	-$140K	0.4%	32
2022 Q4	$652K	Buy	+16,404	New	+$603K	0.54%	28

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

MYeCFO's VUG Position: Q2 2026 in Review

MYeCFO increased its Vanguard Morningstar Growth ETF (VUG) stake by 4% in Q2 2026, buying an estimated $44.4K and bringing the position to 13,812 shares worth $1.19M. The position accounts for 0.45% of the portfolio, ranked #30.

MYeCFO first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

MYeCFO held 13,812 shares of Vanguard Morningstar Growth ETF worth $1.19M as of Q2 2026.
MYeCFO bought 528 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $44.4K.
Vanguard Morningstar Growth ETF made up 0.45% of MYeCFO's portfolio in Q2 2026, its #30 holding.
MYeCFO first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MYeCFO's 13F filing for Q2 2026, filed 10 Aug 2026.