Plum Street Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Plum Street Advisors’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	$728K	Sell	8,451 -489	-5%	-$41.1K	0.23%	63
2026 Q1	$651K	Hold	8,940	–	–	0.23%	63
2025 Q4	$727K	Buy	+8,940	New	+$726K	0.26%	61

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

Plum Street Advisors's VUG Position: Q2 2026 in Review

Plum Street Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.5% in Q2 2026, selling an estimated $41.1K and leaving 8,451 shares worth $728K. The position accounts for 0.23% of the portfolio, ranked #63.

Plum Street Advisors first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Plum Street Advisors held 8,451 shares of Vanguard Morningstar Growth ETF worth $728K as of Q2 2026.
Plum Street Advisors sold 489 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $41.1K.
Vanguard Morningstar Growth ETF made up 0.23% of Plum Street Advisors's portfolio in Q2 2026, its #63 holding.
Plum Street Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.