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Olistico Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Olistico 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 		$21.8M Sell
252,619
-443
-0.2% -$37.3K 9.31% 1
2026
Q1 		$18.4M Sell
253,062
-2,562
-1% -$199K 9.08% 1
2025
Q4 		$20.8M Buy
255,624
+744
+0.3% +$60.4K 10.14% 1
2025
Q3 		$20.4M Buy
254,880
+1,218
+0.5% +$93.1K 10.77% 1
2025
Q2 		$18.5M Buy
253,662
+21,966
+9% +$1.45M 10.29% 1
2025
Q1 		$15.1M Sell
231,696
-10,212
-4% -$689K 9.32% 1
2024
Q4 		$16.5M Buy
241,908
+14,712
+6% +$988K 9.62% 1
2024
Q3 		$14.5M Sell
227,196
-8,274
-4% -$513K 8.88% 1
2024
Q2 		$14.7M Buy
235,470
+4,194
+2% +$245K 9.36% 1
2024
Q1 		$13.3M Buy
231,276
+5,784
+3% +$318K 9.58% 1
2023
Q4 		$11.7M Buy
225,492
+21,978
+11% +$1.06M 9.13% 2
2023
Q3 		$9.24M Buy
203,514
+8,178
+4% +$386K 8.25% 2
2023
Q2 		$9.21M Sell
195,336
-8,874
-4% -$385K 7.88% 2
2023
Q1 		$8.49M Buy
204,210
+19,674
+11% +$765K 8.14% 2
2022
Q4 		$6.55M Buy
+184,536
New +$6.79M 7.09% 2

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

Olistico Wealth's VUG Position: Q2 2026 in Review

Olistico Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.18% in Q2 2026, selling an estimated $37.3K and leaving 252,619 shares worth $21.8M. The position accounts for 9.31% of the portfolio, ranked #1.

Olistico Wealth first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Olistico Wealth held 252,619 shares of Vanguard Morningstar Growth ETF worth $21.8M as of Q2 2026.
  • Olistico Wealth sold 443 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $37.3K.
  • Vanguard Morningstar Growth ETF made up 9.31% of Olistico Wealth's portfolio in Q2 2026, its #1 holding.
  • Olistico Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.