Peak Retirement Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Peak Retirement 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	$13.5M	Buy	156,415 +43,849	+39%	+$3.69M	2.13%	13
2026 Q1	$8.19M	Sell	112,566 -27,510	-20%	-$2.14M	1.63%	16
2025 Q4	$11.4M	Buy	140,076 +10,164	+8%	+$825K	2.67%	6
2025 Q3	$10.4M	Buy	129,912 +26,994	+26%	+$2.06M	2.92%	11
2025 Q2	$7.52M	Buy	102,918 +20,610	+25%	+$1.36M	3.04%	6
2025 Q1	$5.09M	Buy	82,308 +24,156	+42%	+$1.63M	2.82%	10
2024 Q4	$3.99M	Buy	+58,152	New	+$3.91M	2.7%	10

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

Peak Retirement Planning's VUG Position: Q2 2026 in Review

Peak Retirement Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 39% in Q2 2026, buying an estimated $3.69M and bringing the position to 156,415 shares worth $13.5M. The position accounts for 2.13% of the portfolio, ranked #13.

Peak Retirement Planning first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,874 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Peak Retirement Planning held 156,415 shares of Vanguard Morningstar Growth ETF worth $13.5M as of Q2 2026.
Peak Retirement Planning bought 43,849 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.69M.
Vanguard Morningstar Growth ETF made up 2.13% of Peak Retirement Planning's portfolio in Q2 2026, its #13 holding.
Peak Retirement Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,874 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.