Shared Vision Wealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Shared Vision Wealth Group’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	$1.06M	Buy	12,331 +463	+4%	+$39K	0.37%	45
2026 Q1	$864K	Hold	11,868	–	–	0.35%	43
2025 Q4	$963K	Hold	11,868	–	–	0.39%	38
2025 Q3	$952K	Hold	11,868	–	–	0.4%	37
2025 Q2	$901K	Hold	11,868	–	–	0.45%	33
2025 Q1	$734K	Hold	11,868	–	–	0.4%	38
2024 Q4	$812K	Hold	11,868	–	–	0.43%	32
2024 Q3	$760K	Hold	11,868	–	–	0.41%	34
2024 Q2	$740K	Hold	11,868	–	–	0.43%	35
2024 Q1	$681K	Hold	11,868	–	–	0.43%	34
2023 Q4	$615K	Buy	+11,868	New	+$573K	0.41%	33

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

Shared Vision Wealth Group's VUG Position: Q2 2026 in Review

Shared Vision Wealth Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.9% in Q2 2026, buying an estimated $39K and bringing the position to 12,331 shares worth $1.06M. The position accounts for 0.37% of the portfolio, ranked #45.

Shared Vision Wealth Group first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Shared Vision Wealth Group held 12,331 shares of Vanguard Morningstar Growth ETF worth $1.06M as of Q2 2026.
Shared Vision Wealth Group bought 463 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $39K.
Vanguard Morningstar Growth ETF made up 0.37% of Shared Vision Wealth Group's portfolio in Q2 2026, its #45 holding.
Shared Vision Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.