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

Rockline 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	$640K	Sell	7,430 -244	-3%	-$20.5K	0.12%	63
2026 Q1	$559K	Buy	7,674 +3,522	+85%	+$274K	0.12%	61
2025 Q4	$338K	Buy	4,152 +60	+1%	+$4.87K	0.07%	73
2025 Q3	$327K	Buy	4,092 +426	+12%	+$32.6K	0.07%	76
2025 Q2	$268K	Sell	3,666 -270	-7%	-$17.8K	0.06%	85
2025 Q1	$243K	Buy	3,936 +60	+2%	+$4.05K	0.07%	89
2024 Q4	$265K	Sell	3,876 -624	-14%	-$41.9K	0.07%	88
2024 Q3	$288K	Sell	4,500 -48	-1%	-$2.98K	0.08%	87
2024 Q2	$283K	Buy	+4,548	New	+$265K	0.09%	83

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

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

Rockline Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.2% in Q2 2026, selling an estimated $20.5K and leaving 7,430 shares worth $640K. The position accounts for 0.12% of the portfolio, ranked #63.

Rockline Wealth Management first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Rockline Wealth Management held 7,430 shares of Vanguard Morningstar Growth ETF worth $640K as of Q2 2026.
Rockline Wealth Management sold 244 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $20.5K.
Vanguard Morningstar Growth ETF made up 0.12% of Rockline Wealth Management's portfolio in Q2 2026, its #63 holding.
Rockline Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.