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

Revisor 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	$1.67M	Buy	19,385 +2,495	+15%	+$210K	0.4%	57
2026 Q1	$1.23M	Buy	16,890 +1,860	+12%	+$145K	0.34%	71
2025 Q4	$1.21M	Buy	15,030 +10,512	+233%	+$853K	0.32%	73
2025 Q3	$366K	Buy	+4,518	New	+$345K	0.13%	177
2024 Q1	–	Sell	-4,692	Closed	-$243K	–	204
2023 Q4	$243K	Buy	+4,692	New	+$226K	0.28%	104
2023 Q3	–	Sell	-6,534	Closed	-$308K	–	177
2023 Q2	$308K	Sell	6,534 -420	-6%	-$18.2K	0.28%	102
2023 Q1	$289K	Buy	+6,954	New	+$270K	0.26%	105

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

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

Revisor Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, buying an estimated $210K and bringing the position to 19,385 shares worth $1.67M. The position accounts for 0.4% of the portfolio, ranked #57.

Revisor Wealth Management first reported a position in VUG in Q1 2023 and has held it in 7 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Revisor Wealth Management held 19,385 shares of Vanguard Morningstar Growth ETF worth $1.67M as of Q2 2026.
Revisor Wealth Management bought 2,495 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $210K.
Vanguard Morningstar Growth ETF made up 0.4% of Revisor Wealth Management's portfolio in Q2 2026, its #57 holding.
Revisor Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 7 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.