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Portside Wealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Portside Wealth Group’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 		$836K Sell
9,705
-2,757
-22% -$232K 0.1% 222
2026
Q1 		$907K Sell
12,462
-6,294
-34% -$490K 0.12% 177
2025
Q4 		$1.53M Buy
18,756
+11,790
+169% +$957K 0.21% 113
2025
Q3 		$557K Buy
6,966
+180
+3% +$13.8K 0.08% 236
2025
Q2 		$496K Sell
6,786
-1,134
-14% -$74.7K 0.07% 246
2025
Q1 		$489K Sell
7,920
-1,398
-15% -$94.3K 0.08% 230
2024
Q4 		$637K Buy
9,318
+3,858
+71% +$259K 0.11% 196
2024
Q3 		$349K Sell
5,460
-90
-2% -$5.58K 0.06% 278
2024
Q2 		$346K Buy
5,550
+186
+3% +$10.8K 0.07% 252
2024
Q1 		$308K Sell
5,364
-8,262
-61% -$454K 0.06% 272
2023
Q4 		$706K Buy
13,626
+5,292
+63% +$255K 0.13% 171
2023
Q3 		$380K Buy
8,334
+3,636
+77% +$172K 0.07% 225
2023
Q2 		$222K Buy
+4,698
New +$204K 0.04% 301

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

Portside Wealth Group's VUG Position: Q2 2026 in Review

Portside Wealth Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 22% in Q2 2026, selling an estimated $232K and leaving 9,705 shares worth $836K. The position accounts for 0.1% of the portfolio, ranked #222.

Portside Wealth Group first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.53M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Portside Wealth Group held 9,705 shares of Vanguard Morningstar Growth ETF worth $836K as of Q2 2026.
  • Portside Wealth Group sold 2,757 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $232K.
  • Vanguard Morningstar Growth ETF made up 0.1% of Portside Wealth Group's portfolio in Q2 2026, its #222 holding.
  • Portside Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Vanguard Morningstar Growth ETF position peaked at $1.53M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.