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

Selective 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 		$500K Sell
5,869
-29,345
-83% -$2.47M 0.13% 81
2026
Q1 		$485K Buy
+35,214
New +$2.74M 0.14% 79

Other funds holding VUG

MG
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Selective Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $2.47M and leaving 5,869 shares worth $500K. The position accounts for 0.13% of the portfolio, ranked #81.

Selective Wealth Management first reported a position in VUG in Q1 2026 and has held it in 2 quarters since. 1,445 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Selective Wealth Management held 5,869 shares of Vanguard Morningstar Growth ETF worth $500K as of Q2 2026.
  • Selective Wealth Management sold 29,345 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.47M.
  • Vanguard Morningstar Growth ETF made up 0.13% of Selective Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Selective Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.