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

Silverlake 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	$2.42M	Sell	28,149 -2,169	-7%	-$183K	0.46%	57
2026 Q1	$2.21M	Buy	30,318 +20,610	+212%	+$1.6M	0.46%	60
2025 Q4	$790K	Sell	9,708 -468	-5%	-$38K	0.18%	144
2025 Q3	$813K	Buy	10,176 +246	+2%	+$18.8K	0.2%	136
2025 Q2	$726K	Buy	+9,930	New	+$654K	0.21%	132

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

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

Silverlake Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.2% in Q2 2026, selling an estimated $183K and leaving 28,149 shares worth $2.42M. The position accounts for 0.46% of the portfolio, ranked #57.

Silverlake Wealth Management first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Silverlake Wealth Management held 28,149 shares of Vanguard Morningstar Growth ETF worth $2.42M as of Q2 2026.
Silverlake Wealth Management sold 2,169 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $183K.
Vanguard Morningstar Growth ETF made up 0.46% of Silverlake Wealth Management's portfolio in Q2 2026, its #57 holding.
Silverlake Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.