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

Secure 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	$453K	Buy	5,262 +306	+6%	+$25.7K	0.06%	201
2026 Q1	$361K	Buy	4,956 +120	+2%	+$9.34K	0.06%	222
2025 Q4	$393K	Buy	4,836 +918	+23%	+$74.5K	0.06%	227
2025 Q3	$314K	Sell	3,918 -24	-0.6%	-$1.83K	0.05%	241
2025 Q2	$288K	Buy	+3,942	New	+$260K	0.05%	252

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

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

Secure Asset Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.2% in Q2 2026, buying an estimated $25.7K and bringing the position to 5,262 shares worth $453K. The position accounts for 0.06% of the portfolio, ranked #201.

Secure Asset Management first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Secure Asset Management held 5,262 shares of Vanguard Morningstar Growth ETF worth $453K as of Q2 2026.
Secure Asset Management bought 306 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $25.7K.
Vanguard Morningstar Growth ETF made up 0.06% of Secure Asset Management's portfolio in Q2 2026, its #201 holding.
Secure Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.