Philip James Wealth Mangement’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Philip James Wealth Mangement’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 Q1	–	Sell	-3,198	Closed	-$260K	–	174
2025 Q4	$260K	Sell	3,198 -42	-1%	-$3.41K	0.03%	155
2025 Q3	$259K	Buy	3,240 +6	+0.2%	+$458	0.03%	161
2025 Q2	$236K	Buy	+3,234	New	+$213K	0.03%	152
2025 Q1	–	Sell	-4,002	Closed	-$274K	–	189
2024 Q4	$274K	Buy	4,002 +6	+0.2%	+$403	0.04%	141
2024 Q3	$256K	Hold	3,996	–	–	0.03%	137
2024 Q2	$249K	Sell	3,996 -12	-0.3%	-$700	0.17%	58
2024 Q1	$230K	Sell	4,008 -300	-7%	-$16.5K	0.16%	66
2023 Q4	$223K	Buy	+4,308	New	+$208K	0.17%	67

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 22.9% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Philip James Wealth Mangement's VUG Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 3,198 shares — an estimated $260K sold.

Philip James Wealth Mangement first reported a position in VUG in Q4 2023 and held it in 8 quarters. The position peaked at $274K in Q4 2024. 2,744 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Philip James Wealth Mangement reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 3,198 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $260K.
Philip James Wealth Mangement first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 8 quarters.
Philip James Wealth Mangement's Vanguard Morningstar Growth ETF position peaked at $274K in Q4 2024.
2,744 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.