PMG Family Office’s Vanguard Morningstar Growth ETF VUG Stock Holding History

PMG Family Office’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	$302K	Buy	3,501 +99	+3%	+$8.33K	0.28%	85
2026 Q1	$248K	Buy	3,402 +330	+11%	+$25.7K	0.28%	86
2025 Q4	$250K	Hold	3,072	–	–	0.29%	86
2025 Q3	$246K	Buy	+3,072	New	+$235K	0.27%	88

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

PMG Family Office's VUG Position: Q2 2026 in Review

PMG Family Office increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, buying an estimated $8.33K and bringing the position to 3,501 shares worth $302K. The position accounts for 0.28% of the portfolio, ranked #85.

PMG Family Office first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

PMG Family Office held 3,501 shares of Vanguard Morningstar Growth ETF worth $302K as of Q2 2026.
PMG Family Office bought 99 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.33K.
Vanguard Morningstar Growth ETF made up 0.28% of PMG Family Office's portfolio in Q2 2026, its #85 holding.
PMG Family Office first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.