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

Private 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	$290K	Hold	3,366	–	–	0.07%	88
2026 Q1	$245K	Sell	3,366 -168	-5%	-$13.1K	0.06%	77
2025 Q4	$287K	Sell	3,534 -402	-10%	-$32.6K	0.08%	73
2025 Q3	$315K	Buy	3,936 +792	+25%	+$60.5K	0.09%	68
2025 Q2	$230K	Sell	3,144 -684	-18%	-$45K	0.08%	75
2025 Q1	$237K	Buy	3,828 +1,290	+51%	+$87K	0.09%	74
2024 Q4	$174K	Hold	2,538	–	–	0.07%	84
2024 Q3	$162K	Sell	2,538 -2,238	-47%	-$139K	0.06%	82
2024 Q2	$298K	Buy	4,776 +2,238	+88%	+$131K	0.13%	62
2024 Q1	$146K	Hold	2,538	–	–	0.07%	80
2023 Q4	$132K	Buy	+2,538	New	+$123K	0.06%	84

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

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

Private Wealth Management Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,366 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #88.

Private Wealth Management Group first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $315K in Q3 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Private Wealth Management Group held 3,366 shares of Vanguard Morningstar Growth ETF worth $290K as of Q2 2026.
Private Wealth Management Group left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.07% of Private Wealth Management Group's portfolio in Q2 2026, its #88 holding.
Private Wealth Management Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Vanguard Morningstar Growth ETF position peaked at $315K in Q3 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.