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Rebalance’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Rebalance’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 		$354K Buy
4,107
+219
+6% +$18.4K 0.02% 87
2026
Q1 		$283K Hold
3,888
– – 0.02% 91
2025
Q4 		$316K Sell
3,888
-3,630
-48% -$295K 0.02% 88
2025
Q3 		$601K Buy
7,518
+4,302
+134% +$329K 0.04% 72
2025
Q2 		$235K Buy
+3,216
New +$212K 0.02% 92
2023
Q1 		– Sell
-3,318
Closed -$118K – 137
2022
Q4 		$118K Buy
+3,318
New +$122K 0.01% 83

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

Rebalance's VUG Position: Q2 2026 in Review

Rebalance increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.6% in Q2 2026, buying an estimated $18.4K and bringing the position to 4,107 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #87.

Rebalance first reported a position in VUG in Q4 2022 and has held it in 6 quarters since. The position peaked at $601K in Q3 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Rebalance held 4,107 shares of Vanguard Morningstar Growth ETF worth $354K as of Q2 2026.
  • Rebalance bought 219 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $18.4K.
  • Vanguard Morningstar Growth ETF made up 0.02% of Rebalance's portfolio in Q2 2026, its #87 holding.
  • Rebalance first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 6 quarters since.
  • Rebalance's Vanguard Morningstar Growth ETF position peaked at $601K in Q3 2025.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.