Oxler Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Oxler Private 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	$300K	Buy	3,477 +3	+0.1%	+$252	0.09%	77
2026 Q1	$253K	Buy	3,474 +6	+0.2%	+$467	0.08%	84
2025 Q4	$282K	Buy	3,468 +6	+0.2%	+$487	0.08%	80
2025 Q3	$277K	Hold	3,462	–	–	0.08%	81
2025 Q2	$253K	Hold	3,462	–	–	0.08%	80
2025 Q1	$214K	Buy	3,462 +6	+0.2%	+$405	0.08%	82
2024 Q4	$236K	Buy	3,456 +6	+0.2%	+$403	0.08%	82
2024 Q3	$221K	Hold	3,450	–	–	0.08%	83
2024 Q2	$215K	Buy	+3,450	New	+$201K	0.08%	81
2022 Q4	–	Sell	-12,408	Closed	-$266K	–	330
2022 Q3	$266K	Buy	12,408 +9,006	+265%	+$362K	0.15%	86
2022 Q2	$127K	Buy	+3,402	New	+$140K	0.06%	119
2021 Q1	–	Sell	-3,054	Closed	-$128K	–	214
2020 Q4	$128K	Buy	+3,054	New	+$122K	0.07%	121

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

Oxler Private Wealth's VUG Position: Q2 2026 in Review

Oxler Private Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.09% in Q2 2026, buying an estimated $252 and bringing the position to 3,477 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #77.

Oxler Private Wealth first reported a position in VUG in Q4 2020 and has held it in 12 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Oxler Private Wealth held 3,477 shares of Vanguard Morningstar Growth ETF worth $300K as of Q2 2026.
Oxler Private Wealth bought 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
Vanguard Morningstar Growth ETF made up 0.09% of Oxler Private Wealth's portfolio in Q2 2026, its #77 holding.
Oxler Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 12 quarters since.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.