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

Physician Wealth 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	$329K	Buy	3,823 +1	+0%	+$84	0.12%	39
2026 Q1	$278K	Hold	3,822	–	–	0.12%	41
2025 Q4	$311K	Hold	3,822	–	–	0.13%	40
2025 Q3	$306K	Hold	3,822	–	–	0.13%	42
2025 Q2	$279K	Hold	3,822	–	–	0.13%	42
2025 Q1	$236K	Hold	3,822	–	–	0.12%	40
2024 Q4	$261K	Hold	3,822	–	–	0.13%	39
2024 Q3	$251K	Hold	3,822	–	–	0.13%	37
2024 Q2	$238K	Hold	3,822	–	–	0.17%	38
2024 Q1	$219K	Sell	3,822 -192	-5%	-$10.6K	0.18%	37
2023 Q4	$208K	Buy	+4,014	New	+$194K	0.21%	36

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 Solutions's VUG Position: Q2 2026 in Review

Physician Wealth Solutions increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.03% in Q2 2026, buying an estimated $84 and bringing the position to 3,823 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #39.

Physician Wealth Solutions first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Physician Wealth Solutions held 3,823 shares of Vanguard Morningstar Growth ETF worth $329K as of Q2 2026.
Physician Wealth Solutions bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.12% of Physician Wealth Solutions's portfolio in Q2 2026, its #39 holding.
Physician Wealth Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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