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

Noble Wealth Management PBC’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 		$59.3K Sell
688
-50
-7% -$4.21K 0.03% 265
2026
Q1 		$53.7K Hold
738
– – 0.03% 255
2025
Q4 		$60K Sell
738
-294
-28% -$23.9K 0.03% 249
2025
Q3 		$82.5K Buy
+1,032
New +$78.9K 0.04% 196
2025
Q1 		$375K Buy
6,072
+1,896
+45% +$128K 0.26% 99
2024
Q4 		$286K Buy
+4,176
New +$281K 0.2% 105

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

Noble Wealth Management PBC's VUG Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.8% in Q2 2026, selling an estimated $4.21K and leaving 688 shares worth $59.3K. The position accounts for 0.03% of the portfolio, ranked #265.

Noble Wealth Management PBC first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $375K in Q1 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Noble Wealth Management PBC held 688 shares of Vanguard Morningstar Growth ETF worth $59.3K as of Q2 2026.
  • Noble Wealth Management PBC sold 50 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.21K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Noble Wealth Management PBC's portfolio in Q2 2026, its #265 holding.
  • Noble Wealth Management PBC first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Vanguard Morningstar Growth ETF position peaked at $375K in Q1 2025.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.