Plan A Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Plan A Wealth’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	-4,008	Closed	-$326K	–	192
2025 Q4	$326K	Buy	4,008 +606	+18%	+$49.2K	0.16%	113
2025 Q3	$272K	Sell	3,402 -798	-19%	-$61K	0.14%	124
2025 Q2	$307K	Sell	4,200 -2,820	-40%	-$186K	0.17%	107
2025 Q1	$434K	Sell	7,020 -4,920	-41%	-$332K	0.34%	51
2024 Q4	$817K	Buy	+11,940	New	+$802K	0.75%	32

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

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

Plan A Wealth's VUG Position: Q1 2026 in Review

Plan A Wealth sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 4,008 shares — an estimated $326K sold.

Plan A Wealth first reported a position in VUG in Q4 2024 and held it in 5 quarters. The position peaked at $817K in Q4 2024. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Plan A Wealth reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
Plan A Wealth sold 4,008 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $326K.
Plan A Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 5 quarters.
Plan A Wealth's Vanguard Morningstar Growth ETF position peaked at $817K in Q4 2024.
2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Plan A Wealth's 13F filing for Q1 2026, filed 15 May 2026.