Sage Investment Counsel’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sage Investment Counsel’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	$203K	Buy	+2,352	New	+$198K	0.2%	114

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Sage Investment Counsel's VUG Position: Q2 2026 in Review

Sage Investment Counsel opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,352 shares worth $203K. The stake represents 0.2% of the portfolio and ranks #114 among its holdings.

1,697 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sage Investment Counsel held 2,352 shares of Vanguard Morningstar Growth ETF worth $203K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Sage Investment Counsel position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.2% of Sage Investment Counsel's portfolio in Q2 2026, its #114 holding.
1,697 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.