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Prosperity Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Prosperity Planning’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 		$25.4M Buy
295,226
+5,600
+2% +$471K 5.83% 3
2026
Q1 		$21.1M Buy
289,626
+9,600
+3% +$747K 5.34% 3
2025
Q4 		$22.8M Buy
280,026
+114
+0% +$9.25K 5.96% 3
2025
Q3 		$22.4M Sell
279,912
-792
-0.3% -$60.5K 6.04% 3
2025
Q2 		$20.5M Buy
280,704
+7,722
+3% +$508K 5.92% 3
2025
Q1 		$16.9M Buy
272,982
+2,778
+1% +$187K 5.28% 3
2024
Q4 		$18.5M Sell
270,204
-2,424
-0.9% -$163K 5.92% 2
2024
Q3 		$17.4M Sell
272,628
-150
-0.1% -$9.3K 5.53% 3
2024
Q2 		$17M Sell
272,778
-2,352
-0.9% -$137K 5.81% 3
2024
Q1 		$15.8M Buy
275,130
+4,248
+2% +$234K 5.47% 5
2023
Q4 		$14M Buy
270,882
+6,072
+2% +$293K 5.25% 5
2023
Q3 		$12M Buy
264,810
+4,866
+2% +$230K 5.02% 5
2023
Q2 		$12.3M Buy
259,944
+13,758
+6% +$597K 5.06% 5
2023
Q1 		$10.2M Buy
246,186
+15,144
+7% +$589K 4.46% 5
2022
Q4 		$8.28M Hold
231,042
– – 4.09% 7
2022
Q3 		$8.24M Buy
231,042
+42,420
+22% +$1.71M 4.3% 6
2022
Q2 		$8.97M Hold
188,622
– – 4.58% 6
2022
Q1 		$10M Hold
188,622
– – 4.91% 5
2021
Q4 		$10.1M Buy
188,622
+10,980
+6% +$572K 5.11% 4
2021
Q3 		$8.59M Buy
177,642
+5,388
+3% +$268K 4.69% 4
2021
Q2 		$8.23M Buy
172,254
+14,652
+9% +$665K 5.11% 3
2021
Q1 		$6.75M Buy
157,602
+14,598
+10% +$625K 4.8% 5
2020
Q4 		$6.04M Buy
+143,004
New +$5.71M 5.12% 3

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 Planning's VUG Position: Q2 2026 in Review

Prosperity Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.9% in Q2 2026, buying an estimated $471K and bringing the position to 295,226 shares worth $25.4M. The position accounts for 5.83% of the portfolio, ranked #3.

Prosperity Planning first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Prosperity Planning held 295,226 shares of Vanguard Morningstar Growth ETF worth $25.4M as of Q2 2026.
  • Prosperity Planning bought 5,600 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $471K.
  • Vanguard Morningstar Growth ETF made up 5.83% of Prosperity Planning's portfolio in Q2 2026, its #3 holding.
  • Prosperity Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.