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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PlanWiser Financial's VUG Position: Q1 2026 in Review

PlanWiser Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 30% in Q1 2026, buying an estimated $1.71M and bringing the position to 95,166 shares worth $7.7M. The position accounts for 5.58% of the portfolio, ranked #3.

PlanWiser Financial first reported a position in VUG in Q1 2025 and has held it in 5 quarters since. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • PlanWiser Financial held 95,166 shares of Vanguard Morningstar Growth ETF worth $7.7M as of Q1 2026.
  • PlanWiser Financial bought 21,990 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.71M.
  • Vanguard Morningstar Growth ETF made up 5.58% of PlanWiser Financial's portfolio in Q1 2026, its #3 holding.
  • PlanWiser Financial first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.