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Sagewood Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sagewood Asset 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 		$382K Hold
4,440
– – 0.09% 238
2026
Q1 		$323K Hold
4,440
– – 0.1% 205
2025
Q4 		$361K Buy
+4,440
New +$360K 0.13% 142

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

Sagewood Asset Management's VUG Position: Q2 2026 in Review

Sagewood Asset Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 4,440 shares worth $382K. The position accounts for 0.09% of the portfolio, ranked #238.

Sagewood Asset Management first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Sagewood Asset Management held 4,440 shares of Vanguard Morningstar Growth ETF worth $382K as of Q2 2026.
  • Sagewood Asset Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.09% of Sagewood Asset Management's portfolio in Q2 2026, its #238 holding.
  • Sagewood Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.