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Personal CFO Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Personal CFO Solutions’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 		$1.42M Buy
16,493
+1,025
+7% +$86.2K 0.21% 78
2026
Q1 		$1.13M Sell
15,468
-732
-5% -$56.9K 0.16% 114
2025
Q4 		$1.32M Sell
16,200
-108
-0.7% -$8.77K 0.21% 86
2025
Q3 		$1.3M Buy
+16,308
New +$1.25M 0.23% 82
2025
Q2 		– Sell
-10,674
Closed -$660K – 512
2025
Q1 		$660K Buy
10,674
+4,350
+69% +$293K 0.13% 170
2024
Q4 		$433K Buy
6,324
+2,196
+53% +$148K 0.09% 229
2024
Q3 		$264K Buy
4,128
+486
+13% +$30.1K 0.04% 460
2024
Q2 		$227K Buy
3,642
+102
+3% +$5.95K 0.03% 465
2024
Q1 		$203K Buy
+3,540
New +$195K 0.03% 526

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

Personal CFO Solutions's VUG Position: Q2 2026 in Review

Personal CFO Solutions increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.6% in Q2 2026, buying an estimated $86.2K and bringing the position to 16,493 shares worth $1.42M. The position accounts for 0.21% of the portfolio, ranked #78.

Personal CFO Solutions first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Personal CFO Solutions held 16,493 shares of Vanguard Morningstar Growth ETF worth $1.42M as of Q2 2026.
  • Personal CFO Solutions bought 1,025 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $86.2K.
  • Vanguard Morningstar Growth ETF made up 0.21% of Personal CFO Solutions's portfolio in Q2 2026, its #78 holding.
  • Personal CFO Solutions first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.