Next Level Wealth Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Next Level Wealth Planning’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	$332K	Buy	3,855 +465	+14%	+$39.1K	0.15%	56
2026 Q1	$247K	Sell	3,390 -504	-13%	-$39.2K	0.13%	61
2025 Q4	$317K	Buy	3,894 +90	+2%	+$7.3K	0.17%	46
2025 Q3	$304K	Sell	3,804 -162	-4%	-$12.4K	0.17%	40
2025 Q2	$290K	Sell	3,966 -480	-11%	-$31.6K	0.19%	40
2025 Q1	$275K	Buy	+4,446	New	+$300K	0.21%	38

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

Next Level Wealth Planning's VUG Position: Q2 2026 in Review

Next Level Wealth Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, buying an estimated $39.1K and bringing the position to 3,855 shares worth $332K. The position accounts for 0.15% of the portfolio, ranked #56.

Next Level Wealth Planning first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 2,891 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Next Level Wealth Planning held 3,855 shares of Vanguard Morningstar Growth ETF worth $332K as of Q2 2026.
Next Level Wealth Planning bought 465 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $39.1K.
Vanguard Morningstar Growth ETF made up 0.15% of Next Level Wealth Planning's portfolio in Q2 2026, its #56 holding.
Next Level Wealth Planning first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,891 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.