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Purpose Unlimited Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Purpose Unlimited Inc’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 		$106K Hold
1,230
– – ﹤0.01% 290
2026
Q1 		$89.5K Buy
+1,230
New +$95.7K ﹤0.01% 297

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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

Purpose Unlimited Inc's VUG Position: Q2 2026 in Review

Purpose Unlimited Inc held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 1,230 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Purpose Unlimited Inc first reported a position in VUG in Q1 2026 and has held it in 2 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Purpose Unlimited Inc held 1,230 shares of Vanguard Morningstar Growth ETF worth $106K as of Q2 2026.
  • Purpose Unlimited Inc left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #290 holding.
  • Purpose Unlimited Inc first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.