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PlanWiser Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

PlanWiser 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 		$6.69M Sell
77,711
-17,455
-18% -$1.47M 4.65% 4
2026
Q1 		$7.7M Buy
95,166
+21,990
+30% +$1.71M 5.58% 3
2025
Q4 		$5.82M Buy
73,176
+5,130
+8% +$416K 4.35% 7
2025
Q3 		$5.69M Sell
68,046
-3,138
-4% -$240K 4.52% 4
2025
Q2 		$5.41M Buy
71,184
+1,356
+2% +$89.3K 4.61% 7
2025
Q1 		$4.48M Buy
+69,828
New +$4.71M 4.05% 7

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

PlanWiser Financial's VUG Position: Q2 2026 in Review

PlanWiser Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 18% in Q2 2026, selling an estimated $1.47M and leaving 77,711 shares worth $6.69M. The position accounts for 4.65% of the portfolio, ranked #4.

PlanWiser Financial first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.7M in Q1 2026. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • PlanWiser Financial held 77,711 shares of Vanguard Morningstar Growth ETF worth $6.69M as of Q2 2026.
  • PlanWiser Financial sold 17,455 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.47M.
  • Vanguard Morningstar Growth ETF made up 4.65% of PlanWiser Financial's portfolio in Q2 2026, its #4 holding.
  • PlanWiser Financial first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • PlanWiser Financial's Vanguard Morningstar Growth ETF position peaked at $7.7M in Q1 2026.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.