Quantum Financial Planning Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Quantum Financial Planning Services’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	$71.1M	Buy	825,945 +35,205	+4%	+$2.96M	22.06%	1
2026 Q1	$57.6M	Buy	790,740 +38,382	+5%	+$2.99M	20.68%	2
2025 Q4	$61.2M	Buy	752,358 +16,758	+2%	+$1.36M	22.17%	2
2025 Q3	$58.8M	Sell	735,600 -36,636	-5%	-$2.8M	23.78%	2
2025 Q2	$56.4M	Buy	772,236 +31,326	+4%	+$2.06M	26.56%	2
2025 Q1	$45.8M	Buy	740,910 +16,650	+2%	+$1.12M	25.05%	2
2024 Q4	$49.5M	Buy	+724,260	New	+$48.7M	27.49%	2

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

Quantum Financial Planning Services's VUG Position: Q2 2026 in Review

Quantum Financial Planning Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.5% in Q2 2026, buying an estimated $2.96M and bringing the position to 825,945 shares worth $71.1M. The position accounts for 22.06% of the portfolio, ranked #1.

Quantum Financial Planning Services first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Quantum Financial Planning Services held 825,945 shares of Vanguard Morningstar Growth ETF worth $71.1M as of Q2 2026.
Quantum Financial Planning Services bought 35,205 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.96M.
Vanguard Morningstar Growth ETF made up 22.06% of Quantum Financial Planning Services's portfolio in Q2 2026, its #1 holding.
Quantum Financial Planning Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.