Sensible Money’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sensible Money’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	$362K	Buy	4,203 +1,287	+44%	+$108K	0.1%	72
2026 Q1	$212K	Hold	2,916	–	–	0.06%	84
2025 Q4	$237K	Sell	2,916 -384	-12%	-$31.2K	0.08%	75
2025 Q3	$264K	Hold	3,300	–	–	0.09%	68
2025 Q2	$241K	Hold	3,300	–	–	0.09%	77
2025 Q1	$204K	Sell	3,300 -732	-18%	-$49.4K	0.09%	81
2024 Q4	$276K	Sell	4,032 -1,908	-32%	-$128K	0.12%	62
2024 Q3	$380K	Hold	5,940	–	–	0.17%	52
2024 Q2	$370K	Hold	5,940	–	–	0.18%	50
2024 Q1	$341K	Hold	5,940	–	–	0.18%	54
2023 Q4	$308K	Hold	5,940	–	–	0.18%	54
2023 Q3	$270K	Hold	5,940	–	–	0.19%	54
2023 Q2	$280K	Hold	5,940	–	–	0.2%	55
2023 Q1	$247K	Hold	5,940	–	–	0.21%	59
2022 Q4	$211K	Buy	+5,940	New	+$219K	0.23%	67

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

Sensible Money's VUG Position: Q2 2026 in Review

Sensible Money increased its Vanguard Morningstar Growth ETF (VUG) stake by 44% in Q2 2026, buying an estimated $108K and bringing the position to 4,203 shares worth $362K. The position accounts for 0.1% of the portfolio, ranked #72.

Sensible Money first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $380K in Q3 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sensible Money held 4,203 shares of Vanguard Morningstar Growth ETF worth $362K as of Q2 2026.
Sensible Money bought 1,287 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $108K.
Vanguard Morningstar Growth ETF made up 0.1% of Sensible Money's portfolio in Q2 2026, its #72 holding.
Sensible Money first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
Sensible Money's Vanguard Morningstar Growth ETF position peaked at $380K in Q3 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.