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Schulz Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Schulz Wealth’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 		$378K Buy
+4,392
New +$370K 0.2% 54
2025
Q4 		$357K Hold
4,392
– – 0.23% 48
2025
Q3 		$351K Hold
4,392
– – 0.23% 48
2025
Q2 		$321K Hold
4,392
– – 0.24% 52
2025
Q1 		$271K Sell
4,392
-30
-0.7% -$2.02K 0.21% 53
2024
Q4 		$302K Buy
+4,422
New +$297K 0.23% 47

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

Schulz Wealth's VUG Position: Q2 2026 in Review

Schulz Wealth opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 4,392 shares worth $378K. The stake represents 0.2% of the portfolio and ranks #54 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in VUG as recently as Q4 2025.

Schulz Wealth first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Schulz Wealth held 4,392 shares of Vanguard Morningstar Growth ETF worth $378K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Schulz Wealth position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.2% of Schulz Wealth's portfolio in Q2 2026, its #54 holding.
  • Schulz Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.