Planning Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Planning Strategies’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	$1.03K	Buy	+12	New	+$1.01K	﹤0.01%	739

Other funds holding VUG

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

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

Planning Strategies's VUG Position: Q2 2026 in Review

Planning Strategies opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 12 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings.

2,797 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Planning Strategies held 12 shares of Vanguard Morningstar Growth ETF worth $1.03K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Planning Strategies position in Q2 2026.
Vanguard Morningstar Growth ETF made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #739 holding.
2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.