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Sequent Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sequent Planning’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 		$1.2M Buy
13,956
+1,452
+12% +$122K 0.26% 84
2026
Q1 		$910K Buy
12,504
+516
+4% +$40.1K 0.22% 92
2025
Q4 		$975K Buy
11,988
+1,374
+13% +$112K 0.25% 84
2025
Q3 		$849K Sell
10,614
-264
-2% -$20.2K 0.24% 87
2025
Q2 		$795K Buy
10,878
+4,488
+70% +$295K 0.25% 67
2025
Q1 		$395K Buy
6,390
+270
+4% +$18.2K 0.14% 98
2024
Q4 		$419K Buy
6,120
+834
+16% +$56K 0.15% 92
2024
Q3 		$338K Buy
5,286
+696
+15% +$43.1K 0.12% 112
2024
Q2 		$288K Buy
4,590
+804
+21% +$46.9K 0.1% 112
2024
Q1 		$217K Buy
+3,786
New +$208K 0.08% 132

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

Sequent Planning's VUG Position: Q2 2026 in Review

Sequent Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, buying an estimated $122K and bringing the position to 13,956 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #84.

Sequent Planning first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Sequent Planning held 13,956 shares of Vanguard Morningstar Growth ETF worth $1.2M as of Q2 2026.
  • Sequent Planning bought 1,452 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $122K.
  • Vanguard Morningstar Growth ETF made up 0.26% of Sequent Planning's portfolio in Q2 2026, its #84 holding.
  • Sequent Planning first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.