Parr McKnight Wealth Management Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Parr McKnight Wealth Management 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	$1.75M	Buy	20,359 +283	+1%	+$23.8K	0.21%	133
2026 Q1	$1.46M	Sell	20,076 -47,148	-70%	-$3.67M	0.19%	140
2025 Q4	$5.47M	Buy	67,224 +50,844	+310%	+$4.13M	0.72%	40
2025 Q3	$1.31M	Hold	16,380	–	–	0.17%	146
2025 Q2	$1.2M	Sell	16,380 -96	-0.6%	-$6.32K	0.16%	159
2025 Q1	$1.02M	Buy	16,476 +324	+2%	+$21.8K	0.15%	166
2024 Q4	$1.1M	Buy	+16,152	New	+$1.09M	0.16%	142

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

Parr McKnight Wealth Management Group's VUG Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q2 2026, buying an estimated $23.8K and bringing the position to 20,359 shares worth $1.75M. The position accounts for 0.21% of the portfolio, ranked #133.

Parr McKnight Wealth Management Group first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.47M in Q4 2025. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Parr McKnight Wealth Management Group held 20,359 shares of Vanguard Morningstar Growth ETF worth $1.75M as of Q2 2026.
Parr McKnight Wealth Management Group bought 283 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $23.8K.
Vanguard Morningstar Growth ETF made up 0.21% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #133 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's Vanguard Morningstar Growth ETF position peaked at $5.47M in Q4 2025.
2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.