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Sherman Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sherman Wealth Management’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 		$1.31M Sell
15,219
-135
-0.9% -$11.4K 0.99% 29
2026
Q1 		$1.12M Sell
15,354
-294
-2% -$22.9K 0.96% 27
2025
Q4 		$1.27M Buy
+15,648
New +$1.27M 1.11% 23

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sherman Wealth Management's VUG Position: Q2 2026 in Review

Sherman Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.88% in Q2 2026, selling an estimated $11.4K and leaving 15,219 shares worth $1.31M. The position accounts for 0.99% of the portfolio, ranked #29.

Sherman Wealth Management first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,169 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Sherman Wealth Management held 15,219 shares of Vanguard Morningstar Growth ETF worth $1.31M as of Q2 2026.
  • Sherman Wealth Management sold 135 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Morningstar Growth ETF made up 0.99% of Sherman Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Sherman Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,169 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.