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

Provident Wealth Management’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	$129K	Buy	+1,500	New	+$126K	0.03%	107
2023 Q2	–	Hold	0	–	–	–	92
2023 Q1	–	Hold	0	–	–	–	98
2022 Q4	–	Sell	-90	Closed	-$3.31K	–	91
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	87
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	91
2022 Q1	$4K	Buy	+90	New	+$4.26K	﹤0.01%	93

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

Provident Wealth Management's VUG Position: Q2 2026 in Review

Provident Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 1,500 shares worth $129K. The stake represents 0.03% of the portfolio and ranks #107 among its holdings. This is a return to the name: Provident Wealth Management previously reported a position in VUG as recently as Q3 2022.

Provident Wealth Management first reported a position in VUG in Q1 2022 and has held it in 4 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Provident Wealth Management held 1,500 shares of Vanguard Morningstar Growth ETF worth $129K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Provident Wealth Management position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.03% of Provident Wealth Management's portfolio in Q2 2026, its #107 holding.
Provident Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 4 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.