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PDS Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

PDS Planning’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 		$1.25M Buy
14,501
+5
+0% +$421 0.07% 129
2026
Q1 		$1.06M Buy
14,496
+30
+0.2% +$2.33K 0.07% 132
2025
Q4 		$1.18M Sell
14,466
-84
-0.6% -$6.82K 0.08% 121
2025
Q3 		$1.16M Sell
14,550
-114
-0.8% -$8.71K 0.08% 116
2025
Q2 		$1.07M Hold
14,664
– – 0.08% 115
2025
Q1 		$906K Buy
14,664
+6
+0% +$405 0.08% 113
2024
Q4 		$1M Sell
14,658
-90
-0.6% -$6.05K 0.09% 98
2024
Q3 		$944K Sell
14,748
-408
-3% -$25.3K 0.08% 102
2024
Q2 		$945K Buy
15,156
+396
+3% +$23.1K 0.1% 91
2024
Q1 		$847K Buy
14,760
+384
+3% +$21.1K 0.09% 94
2023
Q4 		$745K Sell
14,376
-96
-0.7% -$4.63K 0.08% 94
2023
Q3 		$657K Buy
14,472
+5,736
+66% +$271K 0.09% 103
2023
Q2 		$412K Buy
8,736
+12
+0.1% +$520 0.05% 159
2023
Q1 		$363K Buy
8,724
+12
+0.1% +$467 0.05% 162
2022
Q4 		$309K Sell
8,712
-1,578
-15% -$58K 0.05% 143
2022
Q3 		$367K Buy
10,290
+4,890
+91% +$197K 0.07% 108
2022
Q2 		$201K Sell
5,400
-498
-8% -$20.5K 0.04% 191
2022
Q1 		$283K Buy
5,898
+186
+3% +$8.8K 0.05% 156
2021
Q4 		$306K Sell
5,712
-222
-4% -$11.6K 0.06% 138
2021
Q3 		$287K Buy
5,934
+114
+2% +$5.67K 0.07% 137
2021
Q2 		$278K Sell
5,820
-342
-6% -$15.5K 0.07% 136
2021
Q1 		$264K Buy
+6,162
New +$264K 0.08% 123

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 22.96% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

PDS Planning's VUG Position: Q2 2026 in Review

PDS Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.03% in Q2 2026, buying an estimated $421 and bringing the position to 14,501 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #129.

PDS Planning first reported a position in VUG in Q1 2021 and has held it in 22 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • PDS Planning held 14,501 shares of Vanguard Morningstar Growth ETF worth $1.25M as of Q2 2026.
  • PDS Planning bought 5 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $421.
  • Vanguard Morningstar Growth ETF made up 0.07% of PDS Planning's portfolio in Q2 2026, its #129 holding.
  • PDS Planning first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.