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Noble Family Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Noble Family Wealth’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 		$23.8M Sell
276,518
-5,776
-2% -$486K 4.26% 10
2026
Q1 		$20.6M Sell
282,294
-9,972
-3% -$776K 4.24% 10
2025
Q4 		$23.8M Buy
292,266
+7,074
+2% +$574K 5.01% 6
2025
Q3 		$22.8M Sell
285,192
-4,974
-2% -$380K 5.03% 6
2025
Q2 		$21.2M Buy
290,166
+20,166
+7% +$1.33M 5.18% 6
2025
Q1 		$16.7M Sell
270,000
-31,614
-10% -$2.13M 4.59% 7
2024
Q4 		$20.8M Sell
301,614
-10,572
-3% -$710K 5.73% 6
2024
Q3 		$20M Sell
312,186
-30,138
-9% -$1.87M 5.37% 7
2024
Q2 		$21.3M Sell
342,324
-12,858
-4% -$750K 6.14% 5
2024
Q1 		$20.4M Sell
355,182
-34,782
-9% -$1.91M 5.8% 6
2023
Q4 		$20.2M Sell
389,964
-13,794
-3% -$666K 6.12% 5
2023
Q3 		$18.3M Sell
403,758
-4,590
-1% -$217K 6.18% 5
2023
Q2 		$19.3M Sell
408,348
-4,254
-1% -$184K 6.27% 5
2023
Q1 		$17.2M Buy
+412,602
New +$16M 5.85% 5

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Noble Family Wealth's VUG Position: Q2 2026 in Review

Noble Family Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2% in Q2 2026, selling an estimated $486K and leaving 276,518 shares worth $23.8M. The position accounts for 4.26% of the portfolio, ranked #10.

Noble Family Wealth first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. 1,697 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Noble Family Wealth held 276,518 shares of Vanguard Morningstar Growth ETF worth $23.8M as of Q2 2026.
  • Noble Family Wealth sold 5,776 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $486K.
  • Vanguard Morningstar Growth ETF made up 4.26% of Noble Family Wealth's portfolio in Q2 2026, its #10 holding.
  • Noble Family Wealth first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,697 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.