Orgel Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.14M | Sell |
13,179
-393
| -3% | -$33.1K | 0.02% | 61 |
|
|
2026
Q1 | $988K | Sell |
13,572
-1,128
| -8% | -$87.8K | 0.02% | 53 |
|
|
2025
Q4 | $1.2M | Buy |
14,700
+798
| +6% | +$64.8K | 0.03% | 49 |
|
|
2025
Q3 | $1.11M | Sell |
13,902
-30
| -0.2% | -$2.29K | 0.03% | 48 |
|
|
2025
Q2 | $1.02M | Buy |
13,932
+1,008
| +8% | +$66.4K | 0.02% | 48 |
|
|
2025
Q1 | $799K | Buy |
12,924
+576
| +5% | +$38.8K | 0.02% | 51 |
|
|
2024
Q4 | $845K | Buy |
12,348
+816
| +7% | +$54.8K | 0.02% | 50 |
|
|
2024
Q3 | $738K | Sell |
11,532
-120
| -1% | -$7.44K | 0.02% | 53 |
|
|
2024
Q2 | $726K | Buy |
11,652
+24
| +0.2% | +$1.4K | 0.02% | 50 |
|
|
2024
Q1 | $667K | Sell |
11,628
-372
| -3% | -$20.5K | 0.02% | 50 |
|
|
2023
Q4 | $622K | Sell |
12,000
-48
| -0.4% | -$2.32K | 0.02% | 51 |
|
|
2023
Q3 | $547K | Sell |
12,048
-564
| -4% | -$26.6K | 0.02% | 52 |
|
|
2023
Q2 | $595K | Sell |
12,612
-1,308
| -9% | -$56.7K | 0.02% | 50 |
|
|
2023
Q1 | $579K | Sell |
13,920
-3,468
| -20% | -$135K | 0.02% | 49 |
|
|
2022
Q4 | $618K | Sell |
17,388
-810
| -4% | -$29.8K | 0.02% | 49 |
|
|
2022
Q3 | $649K | Sell |
18,198
-678
| -4% | -$27.3K | 0.03% | 42 |
|
|
2022
Q2 | $701K | Sell |
18,876
-972
| -5% | -$39.9K | 0.04% | 35 |
|
|
2022
Q1 | $951K | Hold |
19,848
| – | – | 0.07% | 27 |
|
|
2021
Q4 | $1.06M | Sell |
19,848
-1,500
| -7% | -$78.1K | 0.1% | 25 |
|
|
2021
Q3 | $1.03M | Hold |
21,348
| – | – | 0.12% | 25 |
|
|
2021
Q2 | $1.02M | Hold |
21,348
| – | – | 0.13% | 25 |
|
|
2021
Q1 | $915K | Sell |
21,348
-3,096
| -13% | -$132K | 0.13% | 24 |
|
|
2020
Q4 | $1.03M | Hold |
24,444
| – | – | 0.21% | 22 |
|
|
2020
Q3 | $927K | Sell |
24,444
-102
| -0.4% | -$3.77K | 0.26% | 22 |
|
|
2020
Q2 | $827K | Hold |
24,546
| – | – | 0.31% | 22 |
|
|
2020
Q1 | $641K | Sell |
24,546
-6,846
| -22% | -$205K | 0.25% | 18 |
|
|
2019
Q4 | $953K | Sell |
31,392
-2,376
| -7% | -$68.6K | 0.26% | 24 |
|
|
2019
Q3 | $936K | Buy |
33,768
+5,526
| +20% | +$153K | 0.35% | 19 |
|
|
2019
Q2 | $769K | Sell |
28,242
-3,192
| -10% | -$85.3K | 0.3% | 19 |
|
|
2019
Q1 | $819K | Buy |
31,434
+600
| +2% | +$14.8K | 0.28% | 18 |
|
|
2018
Q4 | $690K | Sell |
30,834
-558
| -2% | -$13.5K | 0.21% | 21 |
|
|
2018
Q3 | $843K | Hold |
31,392
| – | – | 0.37% | 15 |
|
|
2018
Q2 | $784K | Hold |
31,392
| – | – | 0.19% | 17 |
|
|
2018
Q1 | $742K | Sell |
31,392
-2,124
| -6% | -$51.8K | 0.18% | 18 |
|
|
2017
Q4 | $786K | Hold |
33,516
| – | – | 0.19% | 15 |
|
|
2017
Q3 | $742K | Buy |
+33,516
| New | +$729K | 0.26% | 6 |
|
Other funds holding VUG
EWA
Orgel Wealth Management's VUG Position: Q2 2026 in Review
Orgel Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, selling an estimated $33.1K and leaving 13,179 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #61.
Orgel Wealth Management first reported a position in VUG in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.2M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Orgel Wealth Management held 13,179 shares of Vanguard Morningstar Growth ETF worth $1.14M as of Q2 2026.
- Orgel Wealth Management sold 393 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $33.1K.
- Vanguard Morningstar Growth ETF made up 0.02% of Orgel Wealth Management's portfolio in Q2 2026, its #61 holding.
- Orgel Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2017 and has held it in 36 quarters since.
- Orgel Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.2M in Q4 2025.
- 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.