POM Investment Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

POM Investment 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 Q1	–	Sell	-1,374	Closed	-$112K	–	520
2025 Q4	$112K	Sell	1,374 -366	-21%	-$29.7K	0.06%	42
2025 Q3	$139K	Buy	+1,740	New	+$133K	0.08%	34
2025 Q2	–	Sell	-6	Closed	-$371	–	231
2025 Q1	$371	Hold	6	–	–	﹤0.01%	200
2024 Q4	$410	Hold	6	–	–	﹤0.01%	324
2024 Q3	$384	Hold	6	–	–	﹤0.01%	286
2024 Q2	$374	Hold	6	–	–	﹤0.01%	309
2024 Q1	$344	Hold	6	–	–	﹤0.01%	239
2023 Q4	$311	Buy	+6	New	+$290	﹤0.01%	225

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

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

POM Investment Strategies's VUG Position: Q1 2026 in Review

POM Investment Strategies sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 1,374 shares — an estimated $112K sold.

POM Investment Strategies first reported a position in VUG in Q4 2023 and held it in 8 quarters. The position peaked at $139K in Q3 2025. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

POM Investment Strategies reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
POM Investment Strategies sold 1,374 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $112K.
POM Investment Strategies first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 8 quarters.
POM Investment Strategies's Vanguard Morningstar Growth ETF position peaked at $139K in Q3 2025.
2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.