Opulen Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Opulen Financial 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	$1.04M	Buy	12,045 +9	+0.1%	+$757	0.65%	33
2026 Q1	$876K	Buy	12,036 +12	+0.1%	+$934	0.62%	34
2025 Q4	$978K	Sell	12,024 -42	-0.3%	-$3.41K	0.71%	32
2025 Q3	$964K	Sell	12,066 -144	-1%	-$11K	0.73%	33
2025 Q2	$892K	Buy	12,210 +390	+3%	+$25.7K	0.73%	32
2025 Q1	$730K	Buy	11,820 +12	+0.1%	+$809	0.66%	33
2024 Q4	$808K	Buy	+11,808	New	+$793K	0.73%	31

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

Opulen Financial Group's VUG Position: Q2 2026 in Review

Opulen Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q2 2026, buying an estimated $757 and bringing the position to 12,045 shares worth $1.04M. The position accounts for 0.65% of the portfolio, ranked #33.

Opulen Financial Group first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Opulen Financial Group held 12,045 shares of Vanguard Morningstar Growth ETF worth $1.04M as of Q2 2026.
Opulen Financial Group bought 9 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $757.
Vanguard Morningstar Growth ETF made up 0.65% of Opulen Financial Group's portfolio in Q2 2026, its #33 holding.
Opulen Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.