Net Worth Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Net Worth Advisory 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	$1.5M	Sell	17,455 -28,763	-62%	-$2.42M	0.38%	54
2026 Q1	$3.36M	Buy	46,218 +4,236	+10%	+$330K	0.7%	27
2025 Q4	$3.41M	Buy	41,982 +30,498	+266%	+$2.48M	0.69%	28
2025 Q3	$918K	Sell	11,484 -26,448	-70%	-$2.02M	0.27%	71
2025 Q2	$2.77M	Buy	37,932 +25,716	+211%	+$1.69M	0.61%	29
2025 Q1	$755K	Buy	12,216 +1,050	+9%	+$70.8K	0.24%	90
2024 Q4	$764K	Sell	11,166 -36	-0.3%	-$2.42K	0.23%	89
2024 Q3	$717K	Buy	+11,202	New	+$694K	0.21%	115

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

Net Worth Advisory Group's VUG Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 62% in Q2 2026, selling an estimated $2.42M and leaving 17,455 shares worth $1.5M. The position accounts for 0.38% of the portfolio, ranked #54.

Net Worth Advisory Group first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.41M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Net Worth Advisory Group held 17,455 shares of Vanguard Morningstar Growth ETF worth $1.5M as of Q2 2026.
Net Worth Advisory Group sold 28,763 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.42M.
Vanguard Morningstar Growth ETF made up 0.38% of Net Worth Advisory Group's portfolio in Q2 2026, its #54 holding.
Net Worth Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Vanguard Morningstar Growth ETF position peaked at $3.41M in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.