PF
VUG icon

Penney Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Penney Financial’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 		$314K Hold
3,642
– – 0.11% 38
2026
Q1 		$265K Buy
3,642
+528
+17% +$41.1K 0.1% 40
2025
Q4 		$253K Hold
3,114
– – 0.1% 44
2025
Q3 		$249K Buy
+3,114
New +$238K 0.11% 43

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Penney Financial's VUG Position: Q2 2026 in Review

Penney Financial held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,642 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #38.

Penney Financial first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 1,644 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Penney Financial held 3,642 shares of Vanguard Morningstar Growth ETF worth $314K as of Q2 2026.
  • Penney Financial left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.11% of Penney Financial's portfolio in Q2 2026, its #38 holding.
  • Penney Financial first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,644 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.