Physician Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Physician Wealth Advisors’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	$134K	Buy	1,556 +2	+0.1%	+$168	0.02%	270
2026 Q1	$113K	Hold	1,554	–	–	0.02%	260
2025 Q4	$126K	Buy	1,554 +6	+0.4%	+$487	0.02%	244
2025 Q3	$124K	Hold	1,548	–	–	0.02%	250
2025 Q2	$113K	Hold	1,548	–	–	0.02%	247
2025 Q1	$95.6K	Hold	1,548	–	–	0.02%	260
2024 Q4	$106K	Buy	+1,548	New	+$104K	0.02%	244

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

Physician Wealth Advisors's VUG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.13% in Q2 2026, buying an estimated $168 and bringing the position to 1,556 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #270.

Physician Wealth Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Physician Wealth Advisors held 1,556 shares of Vanguard Morningstar Growth ETF worth $134K as of Q2 2026.
Physician Wealth Advisors bought 2 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Morningstar Growth ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #270 holding.
Physician Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.