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Onyx Bridge Wealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Onyx Bridge Wealth Group’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 		$16.2M Sell
188,051
-142,993
-43% -$12M 1.46% 13
2026
Q1 		$24.1M Buy
331,044
+87,504
+36% +$6.81M 2.59% 4
2025
Q4 		$19.8M Buy
243,540
+2,538
+1% +$206K 2.11% 6
2025
Q3 		$19.3M Buy
241,002
+43,782
+22% +$3.35M 2.09% 5
2025
Q2 		$14.4M Sell
197,220
-202,590
-51% -$13.3M 1.91% 9
2025
Q1 		$24.7M Buy
399,810
+234,342
+142% +$15.8M 3.54% 3
2024
Q4 		$11.3M Sell
165,468
-113,028
-41% -$7.59M 1.63% 14
2024
Q3 		$17.8M Buy
278,496
+26,514
+11% +$1.64M 2.69% 6
2024
Q2 		$15.7M Sell
251,982
-84,180
-25% -$4.91M 2.58% 7
2024
Q1 		$18.8M Sell
336,162
-87,102
-21% -$4.79M 3.35% 5
2023
Q4 		$21.9M Buy
423,264
+55,554
+15% +$2.68M 4.43% 3
2023
Q3 		$16.7M Buy
367,710
+232,356
+172% +$11M 3.9% 6
2023
Q2 		$6.38M Buy
135,354
+56,826
+72% +$2.46M 1.53% 18
2023
Q1 		$3.26M Sell
78,528
-8,388
-10% -$326K 1.3% 16
2022
Q4 		$3.1M Sell
86,916
-45,408
-34% -$1.67M 1.26% 15
2022
Q3 		$4.64M Buy
132,324
+39,378
+42% +$1.58M 2.12% 11
2022
Q2 		$3.71M Sell
92,946
-725,436
-89% -$29.8M 1.66% 13
2022
Q1 		$34.5M Buy
818,382
+63,576
+8% +$3.01M 13.1% 1
2021
Q4 		$40.6M Buy
754,806
+62,796
+9% +$3.27M 13.7% 1
2021
Q3 		$35.1M Buy
692,010
+619,752
+858% +$30.8M 13.19% 2
2021
Q2 		$3.49M Buy
72,258
+12,522
+21% +$569K 1.51% 14
2021
Q1 		$2.56M Buy
59,736
+31,464
+111% +$1.35M 1.28% 15
2020
Q4 		$1.19M Buy
+28,272
New +$1.13M 0.78% 19

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 22.9% 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
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM

Onyx Bridge Wealth Group's VUG Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 43% in Q2 2026, selling an estimated $12M and leaving 188,051 shares worth $16.2M. The position accounts for 1.46% of the portfolio, ranked #13.

Onyx Bridge Wealth Group first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $40.6M in Q4 2021. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Onyx Bridge Wealth Group held 188,051 shares of Vanguard Morningstar Growth ETF worth $16.2M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 142,993 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $12M.
  • Vanguard Morningstar Growth ETF made up 1.46% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #13 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's Vanguard Morningstar Growth ETF position peaked at $40.6M in Q4 2021.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.