Sharp Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sharp Financial Services’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	$404K	Sell	4,692 -810	-15%	-$68.2K	0.19%	79
2026 Q1	$401K	Buy	5,502 +30	+0.5%	+$2.33K	0.2%	66
2025 Q4	$445K	Sell	5,472 -408	-7%	-$33.1K	0.22%	65
2025 Q3	$470K	Hold	5,880	–	–	0.26%	57
2025 Q2	$430K	Sell	5,880 -738	-11%	-$48.6K	0.28%	46
2025 Q1	$409K	Buy	+6,618	New	+$446K	0.31%	45

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

Sharp Financial Services's VUG Position: Q2 2026 in Review

Sharp Financial Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, selling an estimated $68.2K and leaving 4,692 shares worth $404K. The position accounts for 0.19% of the portfolio, ranked #79.

Sharp Financial Services first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. The position peaked at $470K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sharp Financial Services held 4,692 shares of Vanguard Morningstar Growth ETF worth $404K as of Q2 2026.
Sharp Financial Services sold 810 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $68.2K.
Vanguard Morningstar Growth ETF made up 0.19% of Sharp Financial Services's portfolio in Q2 2026, its #79 holding.
Sharp Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
Sharp Financial Services's Vanguard Morningstar Growth ETF position peaked at $470K in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.