Sharper & Granite’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sharper & Granite’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	$313K	Sell	3,630 -3,294	-48%	-$277K	0.1%	94
2026 Q1	$504K	Hold	6,924	–	–	0.17%	79
2025 Q4	$563K	Hold	6,924	–	–	0.2%	77
2025 Q3	$553K	Hold	6,924	–	–	0.2%	77
2025 Q2	$505K	Sell	6,924 -5,034	-42%	-$331K	0.19%	81
2025 Q1	$739K	Buy	11,958 +6,018	+101%	+$406K	0.31%	69
2024 Q4	$406K	Buy	5,940 +240	+4%	+$16.1K	0.18%	83
2024 Q3	$365K	Sell	5,700 -3,000	-34%	-$186K	0.16%	85
2024 Q2	$542K	Hold	8,700	–	–	0.26%	75
2024 Q1	$497K	Sell	8,700 -1,200	-12%	-$66K	0.24%	76
2023 Q4	$513K	Hold	9,900	–	–	0.27%	77
2023 Q3	$449K	Buy	9,900 +780	+9%	+$36.8K	0.26%	74
2023 Q2	$430K	Buy	+9,120	New	+$395K	0.25%	75

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

Sharper & Granite's VUG Position: Q2 2026 in Review

Sharper & Granite reduced its Vanguard Morningstar Growth ETF (VUG) stake by 48% in Q2 2026, selling an estimated $277K and leaving 3,630 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #94.

Sharper & Granite first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $739K in Q1 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sharper & Granite held 3,630 shares of Vanguard Morningstar Growth ETF worth $313K as of Q2 2026.
Sharper & Granite sold 3,294 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $277K.
Vanguard Morningstar Growth ETF made up 0.1% of Sharper & Granite's portfolio in Q2 2026, its #94 holding.
Sharper & Granite first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
Sharper & Granite's Vanguard Morningstar Growth ETF position peaked at $739K in Q1 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.