Precision Wealth Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Precision Wealth 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 Q2	$1.41M	Sell	16,315 -677	-4%	-$57K	0.42%	51
2026 Q1	$1.24M	Sell	16,992 -2,940	-15%	-$229K	0.41%	55
2025 Q4	$1.62M	Sell	19,932 -8,094	-29%	-$657K	0.53%	44
2025 Q3	$2.24M	Sell	28,026 -2,976	-10%	-$227K	0.73%	38
2025 Q2	$2.27M	Buy	+31,002	New	+$2.04M	0.74%	36

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

Precision Wealth Strategies's VUG Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4% in Q2 2026, selling an estimated $57K and leaving 16,315 shares worth $1.41M. The position accounts for 0.42% of the portfolio, ranked #51.

Precision Wealth Strategies first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.27M in Q2 2025. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Precision Wealth Strategies held 16,315 shares of Vanguard Morningstar Growth ETF worth $1.41M as of Q2 2026.
Precision Wealth Strategies sold 677 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $57K.
Vanguard Morningstar Growth ETF made up 0.42% of Precision Wealth Strategies's portfolio in Q2 2026, its #51 holding.
Precision Wealth Strategies first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
Precision Wealth Strategies's Vanguard Morningstar Growth ETF position peaked at $2.27M in Q2 2025.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.