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Simplicity Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Simplicity Wealth’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 		$4.16M Buy
48,312
+16,860
+54% +$1.42M 0.14% 154
2026
Q1 		$2.29M Buy
31,452
+24
+0.1% +$1.87K 0.13% 163
2025
Q4 		$2.56M Buy
31,428
+8,772
+39% +$712K 0.15% 146
2025
Q3 		$1.81M Buy
22,656
+1,812
+9% +$138K 0.1% 200
2025
Q2 		$1.52M Sell
20,844
-15,840
-43% -$1.04M 0.06% 249
2025
Q1 		$2.27M Buy
36,684
+25,182
+219% +$1.7M 0.18% 138
2024
Q4 		$787K Sell
11,502
-162
-1% -$10.9K 0.16% 111
2024
Q3 		$746K Sell
11,664
-136,656
-92% -$8.47M 0.07% 233
2024
Q2 		$9.25M Buy
148,320
+11,628
+9% +$678K 0.21% 94
2024
Q1 		$7.84M Buy
+136,692
New +$7.52M 0.19% 110
2023
Q3 		– Sell
-5,790
Closed -$273K – 104
2023
Q2 		$273K Sell
5,790
-714
-11% -$31K 0.17% 65
2023
Q1 		$270K Buy
+6,504
New +$253K 0.18% 55

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Simplicity Wealth's VUG Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 54% in Q2 2026, buying an estimated $1.42M and bringing the position to 48,312 shares worth $4.16M. The position accounts for 0.14% of the portfolio, ranked #154.

Simplicity Wealth first reported a position in VUG in Q1 2023 and has held it in 12 quarters since. The position peaked at $9.25M in Q2 2024. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Simplicity Wealth held 48,312 shares of Vanguard Morningstar Growth ETF worth $4.16M as of Q2 2026.
  • Simplicity Wealth bought 16,860 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.42M.
  • Vanguard Morningstar Growth ETF made up 0.14% of Simplicity Wealth's portfolio in Q2 2026, its #154 holding.
  • Simplicity Wealth first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 12 quarters since.
  • Simplicity Wealth's Vanguard Morningstar Growth ETF position peaked at $9.25M in Q2 2024.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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