Quest 10 Wealth Builders’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Quest 10 Wealth Builders’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	$5.02M	Sell	58,281 -267	-0.5%	-$22.5K	3.9%	3
2026 Q1	$4.26M	Sell	58,548 -318	-0.5%	-$24.7K	3.74%	3
2025 Q4	$4.79M	Sell	58,866 -2,088	-3%	-$169K	4.28%	3
2025 Q3	$4.87M	Sell	60,954 -2,058	-3%	-$157K	4.49%	3
2025 Q2	$4.6M	Buy	63,012 +642	+1%	+$42.3K	4.48%	3
2025 Q1	$3.92M	Sell	62,370 -3,960	-6%	-$267K	4.19%	3
2024 Q4	$4.54M	Buy	+66,330	New	+$4.46M	4.51%	3

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

Quest 10 Wealth Builders's VUG Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.46% in Q2 2026, selling an estimated $22.5K and leaving 58,281 shares worth $5.02M. The position accounts for 3.9% of the portfolio, ranked #3.

Quest 10 Wealth Builders 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.

Quest 10 Wealth Builders held 58,281 shares of Vanguard Morningstar Growth ETF worth $5.02M as of Q2 2026.
Quest 10 Wealth Builders sold 267 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $22.5K.
Vanguard Morningstar Growth ETF made up 3.9% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #3 holding.
Quest 10 Wealth Builders 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 Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.