PWMG
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Prestige Wealth Management Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Prestige Wealth Management Group’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 		$7.83M Buy
90,898
+64
+0.1% +$5.38K 1.42% 16
2026
Q1 		$6.61M Sell
90,834
-16,740
-16% -$1.3M 1.3% 16
2025
Q4 		$8.75M Sell
107,574
-924
-0.9% -$75K 1.67% 14
2025
Q3 		$8.68M Sell
108,498
-2,898
-3% -$221K 1.68% 14
2025
Q2 		$8.15M Buy
111,396
+1,884
+2% +$124K 1.66% 15
2025
Q1 		$6.77M Sell
109,512
-20,856
-16% -$1.41M 1.45% 14
2024
Q4 		$8.92M Sell
130,368
-2,454
-2% -$165K 1.85% 12
2024
Q3 		$8.5M Sell
132,822
-5,310
-4% -$329K 1.76% 12
2024
Q2 		$8.62M Sell
138,132
-6,708
-5% -$391K 1.86% 12
2024
Q1 		$8.31M Sell
144,840
-166,296
-53% -$9.14M 1.79% 12
2023
Q4 		$16.1M Sell
311,136
-2,088
-0.7% -$101K 3.66% 9
2023
Q3 		$14.2M Sell
313,224
-45,462
-13% -$2.15M 3.51% 9
2023
Q2 		$16.9M Sell
358,686
-2,748
-0.8% -$119K 4.01% 8
2023
Q1 		$15M Sell
361,434
-5,412
-1% -$210K 3.78% 7
2022
Q4 		$13M Buy
366,846
+6,900
+2% +$254K 3.4% 7
2022
Q3 		$12.8M Buy
359,946
+3,720
+1% +$150K 3.61% 7
2022
Q2 		$13.2M Buy
356,226
+12,546
+4% +$515K 3.59% 6
2022
Q1 		$16.5M Sell
343,680
-233,910
-40% -$11.1M 4.05% 6
2021
Q4 		$30.9M Sell
577,590
-73,896
-11% -$3.85M 7.38% 3
2021
Q3 		$31.5M Buy
651,486
+14,442
+2% +$719K 8.06% 3
2021
Q2 		$30.5M Buy
637,044
+13,374
+2% +$607K 8.08% 3
2021
Q1 		$26.7M Sell
623,670
-30,582
-5% -$1.31M 7.31% 4
2020
Q4 		$27.6M Buy
654,252
+126,804
+24% +$5.06M 7.57% 4
2020
Q3 		$20M Buy
527,448
+493,002
+1,431% +$18.2M 6.04% 5
2020
Q2 		$1.16M Buy
34,446
+33,384
+3,144% +$1.03M 0.41% 26
2020
Q1 		$28K Buy
+1,062
New +$31.8K 0.01% 239

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Prestige Wealth Management Group's VUG Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q2 2026, buying an estimated $5.38K and bringing the position to 90,898 shares worth $7.83M. The position accounts for 1.42% of the portfolio, ranked #16.

Prestige Wealth Management Group first reported a position in VUG in Q1 2020 and has held it in 26 quarters since. The position peaked at $31.5M in Q3 2021. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Prestige Wealth Management Group held 90,898 shares of Vanguard Morningstar Growth ETF worth $7.83M as of Q2 2026.
  • Prestige Wealth Management Group bought 64 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.38K.
  • Vanguard Morningstar Growth ETF made up 1.42% of Prestige Wealth Management Group's portfolio in Q2 2026, its #16 holding.
  • Prestige Wealth Management Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Prestige Wealth Management Group's Vanguard Morningstar Growth ETF position peaked at $31.5M in Q3 2021.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.