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

Proactive 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	$2.19M	Sell	25,466 -448	-2%	-$37.7K	0.35%	72
2026 Q1	$1.89M	Buy	25,914 +17,496	+208%	+$1.36M	0.36%	70
2025 Q4	$685K	Buy	8,418 +528	+7%	+$42.9K	0.27%	84
2025 Q3	$631K	Buy	7,890 +6	+0.1%	+$458	0.27%	79
2025 Q2	$576K	Buy	7,884 +168	+2%	+$11.1K	0.27%	81
2025 Q1	$477K	Buy	7,716 +186	+2%	+$12.5K	0.25%	83
2024 Q4	$515K	Buy	7,530 +510	+7%	+$34.3K	0.27%	80
2024 Q3	$449K	Buy	+7,020	New	+$435K	0.25%	81

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Proactive Wealth Strategies reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.7% in Q2 2026, selling an estimated $37.7K and leaving 25,466 shares worth $2.19M. The position accounts for 0.35% of the portfolio, ranked #72.

Proactive Wealth Strategies first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 2,169 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Proactive Wealth Strategies held 25,466 shares of Vanguard Morningstar Growth ETF worth $2.19M as of Q2 2026.
Proactive Wealth Strategies sold 448 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $37.7K.
Vanguard Morningstar Growth ETF made up 0.35% of Proactive Wealth Strategies's portfolio in Q2 2026, its #72 holding.
Proactive Wealth Strategies first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,169 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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