Plan Group Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Plan Group Financial’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	$251K	Sell	2,910 -3,672	-56%	-$309K	0.05%	204
2026 Q1	$479K	Buy	6,582 +564	+9%	+$43.9K	0.11%	129
2025 Q4	$489K	Sell	6,018 -1,620	-21%	-$131K	0.13%	118
2025 Q3	$610K	Sell	7,638 -16,782	-69%	-$1.28M	0.16%	109
2025 Q2	$1.78M	Buy	24,420 +14,178	+138%	+$933K	0.59%	55
2025 Q1	$633K	Buy	10,242 +7,164	+233%	+$483K	0.23%	84
2024 Q4	$211K	Sell	3,078 -354	-10%	-$23.8K	0.11%	107
2024 Q3	$220K	Buy	3,432 +192	+6%	+$11.9K	0.12%	104
2024 Q2	$202K	Buy	+3,240	New	+$189K	0.12%	95
2023 Q3	–	Sell	-13,962	Closed	-$658K	–	93
2023 Q2	$658K	Buy	+13,962	New	+$605K	0.55%	33

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

Plan Group Financial's VUG Position: Q2 2026 in Review

Plan Group Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 56% in Q2 2026, selling an estimated $309K and leaving 2,910 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #204.

Plan Group Financial first reported a position in VUG in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.78M in Q2 2025. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Plan Group Financial held 2,910 shares of Vanguard Morningstar Growth ETF worth $251K as of Q2 2026.
Plan Group Financial sold 3,672 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $309K.
Vanguard Morningstar Growth ETF made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #204 holding.
Plan Group Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 10 quarters since.
Plan Group Financial's Vanguard Morningstar Growth ETF position peaked at $1.78M in Q2 2025.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.