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

National Wealth Management Group’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 		$300K Sell
3,480
-336
-9% -$28.3K 0.09% 172
2026
Q1 		$278K Sell
3,816
-2,784
-42% -$217K 0.1% 167
2025
Q4 		$537K Buy
6,600
+108
+2% +$8.77K 0.19% 121
2025
Q3 		$519K Buy
6,492
+612
+10% +$46.8K 0.2% 121
2025
Q2 		$430K Sell
5,880
-2,322
-28% -$153K 0.24% 95
2025
Q1 		$507K Sell
8,202
-1,032
-11% -$69.6K 0.33% 70
2024
Q4 		$632K Sell
9,234
-576
-6% -$38.7K 0.42% 53
2024
Q3 		$628K Buy
9,810
+936
+11% +$58K 0.43% 53
2024
Q2 		$553K Buy
8,874
+1,740
+24% +$101K 0.42% 54
2024
Q1 		$409K Sell
7,134
-390
-5% -$21.4K 0.32% 83
2023
Q4 		$390K Sell
7,524
-198
-3% -$9.56K 0.38% 82
2023
Q3 		$350K Sell
7,722
-504
-6% -$23.8K 0.38% 86
2023
Q2 		$385K Sell
8,226
-168
-2% -$7.29K 0.4% 82
2023
Q1 		$355K Sell
8,394
-4,980
-37% -$194K 0.41% 81
2022
Q4 		$475K Sell
13,374
-1,014
-7% -$37.3K 0.57% 50
2022
Q3 		$513K Buy
14,388
+7,728
+116% +$311K 0.67% 37
2022
Q2 		$247K Hold
6,660
– – 0.31% 86
2022
Q1 		$319K Sell
6,660
-336
-5% -$15.9K 0.31% 76
2021
Q4 		$374K Buy
+6,996
New +$364K 0.35% 77

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

National Wealth Management Group's VUG Position: Q2 2026 in Review

National Wealth Management Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 8.8% in Q2 2026, selling an estimated $28.3K and leaving 3,480 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #172.

National Wealth Management Group first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $632K in Q4 2024. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • National Wealth Management Group held 3,480 shares of Vanguard Morningstar Growth ETF worth $300K as of Q2 2026.
  • National Wealth Management Group sold 336 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $28.3K.
  • Vanguard Morningstar Growth ETF made up 0.09% of National Wealth Management Group's portfolio in Q2 2026, its #172 holding.
  • National Wealth Management Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's Vanguard Morningstar Growth ETF position peaked at $632K in Q4 2024.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.