Power Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Power Wealth 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	$313K	Hold	3,636	–	–	0.11%	93
2026 Q1	$265K	Buy	3,636 +24	+0.7%	+$1.87K	0.1%	82
2025 Q4	$294K	Sell	3,612 -30	-0.8%	-$2.44K	0.1%	79
2025 Q3	$291K	Sell	3,642 -6	-0.2%	-$458	0.11%	76
2025 Q2	$267K	Sell	3,648 -186	-5%	-$12.2K	0.1%	81
2025 Q1	$237K	Sell	3,834 -432	-10%	-$29.1K	0.1%	77
2024 Q4	$292K	Sell	4,266 -582	-12%	-$39.1K	0.12%	79
2024 Q3	$310K	Hold	4,848	–	–	0.13%	75
2024 Q2	$302K	Hold	4,848	–	–	0.14%	81
2024 Q1	$278K	Sell	4,848 -390	-7%	-$21.4K	0.17%	81
2023 Q4	$271K	Buy	+5,238	New	+$253K	0.19%	79

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

Power Wealth Management's VUG Position: Q2 2026 in Review

Power Wealth Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,636 shares worth $313K. The position accounts for 0.11% of the portfolio, ranked #93.

Power Wealth Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Power Wealth Management held 3,636 shares of Vanguard Morningstar Growth ETF worth $313K as of Q2 2026.
Power Wealth Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.11% of Power Wealth Management's portfolio in Q2 2026, its #93 holding.
Power Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.