Potomac Fund Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Potomac Fund Management’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	$818K	Sell	9,498 -96	-1%	-$8.08K	0.02%	63
2026 Q1	$698K	Buy	9,594 +666	+7%	+$51.8K	0.02%	62
2025 Q4	$726K	Sell	8,928 -96	-1%	-$7.79K	0.03%	61
2025 Q3	$722K	Sell	9,024 -468	-5%	-$35.8K	0.03%	64
2025 Q2	$705K	Sell	9,492 -156	-2%	-$10.3K	0.04%	59
2025 Q1	$550K	Sell	9,648 -1,206	-11%	-$81.3K	0.24%	44
2024 Q4	$742K	Buy	+10,854	New	+$729K	0.04%	58

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

Potomac Fund Management's VUG Position: Q2 2026 in Review

Potomac Fund Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1% in Q2 2026, selling an estimated $8.08K and leaving 9,498 shares worth $818K. The position accounts for 0.02% of the portfolio, ranked #63.

Potomac Fund Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Potomac Fund Management held 9,498 shares of Vanguard Morningstar Growth ETF worth $818K as of Q2 2026.
Potomac Fund Management sold 96 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.08K.
Vanguard Morningstar Growth ETF made up 0.02% of Potomac Fund Management's portfolio in Q2 2026, its #63 holding.
Potomac Fund Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Potomac Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.