Presilium Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Presilium Private Wealth’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	$81.1M	Sell	941,433 -23,673	-2%	-$1.99M	12.45%	2
2026 Q1	$70.3M	Buy	965,106 +104,700	+12%	+$8.14M	12.39%	2
2025 Q4	$70M	Buy	860,406 +3,378	+0.4%	+$274K	12.78%	2
2025 Q3	$68.5M	Sell	857,028 -17,832	-2%	-$1.36M	13.01%	2
2025 Q2	$63.9M	Sell	874,860 -15,570	-2%	-$1.03M	13.08%	2
2025 Q1	$55M	Buy	890,430 +108,732	+14%	+$7.33M	12.33%	2
2024 Q4	$53.5M	Sell	781,698 -4,842	-0.6%	-$325K	12.3%	1
2024 Q3	$50.3M	Buy	786,540 +36,690	+5%	+$2.27M	11.59%	2
2024 Q2	$46.7M	Sell	749,850 -37,422	-5%	-$2.18M	11.81%	1
2024 Q1	$45.2M	Sell	787,272 -22,920	-3%	-$1.26M	11.98%	2
2023 Q4	$42M	Buy	810,192 +16,140	+2%	+$779K	11.95%	1
2023 Q3	$36M	Buy	794,052 +54,792	+7%	+$2.59M	11.47%	2
2023 Q2	$34.9M	Buy	739,260 +4,674	+0.6%	+$203K	11.95%	2
2023 Q1	$30.5M	Sell	734,586 -23,430	-3%	-$911K	11.79%	1
2022 Q4	$26.9M	Buy	+758,016	New	+$27.9M	11.3%	2

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

Presilium Private Wealth's VUG Position: Q2 2026 in Review

Presilium Private Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, selling an estimated $1.99M and leaving 941,433 shares worth $81.1M. The position accounts for 12.45% of the portfolio, ranked #2.

Presilium Private Wealth first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Presilium Private Wealth held 941,433 shares of Vanguard Morningstar Growth ETF worth $81.1M as of Q2 2026.
Presilium Private Wealth sold 23,673 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.99M.
Vanguard Morningstar Growth ETF made up 12.45% of Presilium Private Wealth's portfolio in Q2 2026, its #2 holding.
Presilium Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.