Oak Barrel Wealth Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Oak Barrel Wealth Advisory’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	$517K	Buy	+5,997	New	+$505K	0.23%	53
2025 Q4	$465K	Buy	+5,718	New	+$464K	0.28%	54

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

Oak Barrel Wealth Advisory's VUG Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 5,997 shares worth $517K. The stake represents 0.23% of the portfolio and ranks #53 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in VUG as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Oak Barrel Wealth Advisory held 5,997 shares of Vanguard Morningstar Growth ETF worth $517K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.23% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #53 holding.
Oak Barrel Wealth Advisory first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 2 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.