Prepared Retirement Institute’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Prepared Retirement Institute’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	$1.93M	Sell	22,427 -13	-0.1%	-$1.09K	0.82%	22
2026 Q1	$1.63M	Buy	22,440 +6	+0%	+$467	0.81%	22
2025 Q4	$1.82M	Buy	22,434 +132	+0.6%	+$10.7K	0.92%	19
2025 Q3	$1.78M	Sell	22,302 -6,048	-21%	-$462K	0.93%	20
2025 Q2	$2.07M	Sell	28,350 -1,752	-6%	-$115K	1.22%	18
2025 Q1	$1.86M	Sell	30,102 -5,478	-15%	-$369K	1.19%	18
2024 Q4	$2.43M	Sell	35,580 -1,464	-4%	-$98.4K	1.39%	15
2024 Q3	$2.37M	Sell	37,044 -42	-0.1%	-$2.6K	1.43%	16
2024 Q2	$2.31M	Sell	37,086 -108	-0.3%	-$6.3K	1.53%	15
2024 Q1	$2.13M	Buy	37,194 +630	+2%	+$34.6K	1.59%	13
2023 Q4	$1.89M	Buy	+36,564	New	+$1.76M	1.42%	14

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

Prepared Retirement Institute's VUG Position: Q2 2026 in Review

Prepared Retirement Institute reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q2 2026, selling an estimated $1.09K and leaving 22,427 shares worth $1.93M. The position accounts for 0.82% of the portfolio, ranked #22.

Prepared Retirement Institute first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.43M in Q4 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Prepared Retirement Institute held 22,427 shares of Vanguard Morningstar Growth ETF worth $1.93M as of Q2 2026.
Prepared Retirement Institute sold 13 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.09K.
Vanguard Morningstar Growth ETF made up 0.82% of Prepared Retirement Institute's portfolio in Q2 2026, its #22 holding.
Prepared Retirement Institute first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Prepared Retirement Institute's Vanguard Morningstar Growth ETF position peaked at $2.43M in Q4 2024.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.