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

Sagace 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	$2.65M	Buy	30,787 +247	+0.8%	+$20.8K	1.66%	25
2026 Q1	$2.22M	Sell	30,540 -7,164	-19%	-$557K	1.49%	29
2025 Q4	$3.07M	Sell	37,704 -1,272	-3%	-$103K	2.08%	18
2025 Q3	$3.12M	Sell	38,976 -4,110	-10%	-$314K	2.12%	18
2025 Q2	$3.15M	Buy	43,086 +4,104	+11%	+$270K	2.35%	19
2025 Q1	$2.41M	Buy	38,982 +6,090	+19%	+$411K	1.82%	18
2024 Q4	$2.25M	Sell	32,892 -7,974	-20%	-$536K	1.68%	20
2024 Q3	$2.67M	Buy	40,866 +9,048	+28%	+$561K	2.06%	15
2024 Q2	$2M	Buy	+31,818	New	+$1.86M	1.95%	20

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

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

Sagace Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.81% in Q2 2026, buying an estimated $20.8K and bringing the position to 30,787 shares worth $2.65M. The position accounts for 1.66% of the portfolio, ranked #25.

Sagace Wealth Management first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.15M in Q2 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sagace Wealth Management held 30,787 shares of Vanguard Morningstar Growth ETF worth $2.65M as of Q2 2026.
Sagace Wealth Management bought 247 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $20.8K.
Vanguard Morningstar Growth ETF made up 1.66% of Sagace Wealth Management's portfolio in Q2 2026, its #25 holding.
Sagace Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's Vanguard Morningstar Growth ETF position peaked at $3.15M in Q2 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.