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Prosperity Consulting Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Prosperity Consulting 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 		$2.35M Sell
27,279
-483
-2% -$40.6K 0.09% 156
2026
Q1 		$2.02M Buy
27,762
+480
+2% +$37.3K 0.09% 157
2025
Q4 		$2.22M Sell
27,282
-828
-3% -$67.2K 0.1% 149
2025
Q3 		$2.25M Buy
28,110
+13,344
+90% +$1.02M 0.11% 144
2025
Q2 		$1.08M Sell
14,766
-672
-4% -$44.2K 0.08% 215
2025
Q1 		$954K Buy
15,438
+228
+1% +$15.4K 0.07% 228
2024
Q4 		$1.04M Sell
15,210
-1,560
-9% -$105K 0.08% 219
2024
Q3 		$1.07M Buy
16,770
+2,346
+16% +$145K 0.08% 219
2024
Q2 		$899K Buy
14,424
+138
+1% +$8.05K 0.12% 131
2024
Q1 		$820K Buy
14,286
+1,488
+12% +$81.8K 0.1% 143
2023
Q4 		$663K Sell
12,798
-216
-2% -$10.4K 0.22% 86
2023
Q3 		$591K Buy
13,014
+1,512
+13% +$71.4K 0.27% 80
2023
Q2 		$543K Sell
11,502
-96
-0.8% -$4.16K 0.33% 65
2023
Q1 		$482K Buy
11,598
+18
+0.2% +$700 0.3% 67
2022
Q4 		$411K Buy
11,580
+3,054
+36% +$112K 0.27% 69
2022
Q3 		$304K Buy
8,526
+156
+2% +$6.27K 0.25% 74
2022
Q2 		$311K Buy
8,370
+12
+0.1% +$493 0.27% 64
2022
Q1 		$401K Sell
8,358
-516
-6% -$24.4K 0.3% 66
2021
Q4 		$436K Buy
+8,874
New +$462K 0.33% 63

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

Prosperity Consulting Group's VUG Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.7% in Q2 2026, selling an estimated $40.6K and leaving 27,279 shares worth $2.35M. The position accounts for 0.09% of the portfolio, ranked #156.

Prosperity Consulting Group first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Prosperity Consulting Group held 27,279 shares of Vanguard Morningstar Growth ETF worth $2.35M as of Q2 2026.
  • Prosperity Consulting Group sold 483 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $40.6K.
  • Vanguard Morningstar Growth ETF made up 0.09% of Prosperity Consulting Group's portfolio in Q2 2026, its #156 holding.
  • Prosperity Consulting Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.