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

SK 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	$1.63M	Sell	18,237 -3,657	-17%	-$308K	0.37%	31
2026 Q1	$1.62M	Buy	21,894 +396	+2%	+$30.8K	0.45%	29
2025 Q4	$1.74M	Sell	21,498 -2,316	-10%	-$188K	0.48%	28
2025 Q3	$1.93M	Sell	23,814 -60	-0.3%	-$4.58K	0.72%	26
2025 Q2	$1.76M	Sell	23,874 -414	-2%	-$27.3K	0.76%	25
2025 Q1	$1.39M	Buy	24,288 +1,782	+8%	+$120K	0.74%	24
2024 Q4	$1.54M	Hold	22,506	–	–	0.78%	22
2024 Q3	$1.57M	Buy	+22,506	New	+$1.39M	0.81%	21

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

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

SK Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q2 2026, selling an estimated $308K and leaving 18,237 shares worth $1.63M. The position accounts for 0.37% of the portfolio, ranked #31.

SK Wealth Management first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.93M in Q3 2025. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

SK Wealth Management held 18,237 shares of Vanguard Morningstar Growth ETF worth $1.63M as of Q2 2026.
SK Wealth Management sold 3,657 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $308K.
Vanguard Morningstar Growth ETF made up 0.37% of SK Wealth Management's portfolio in Q2 2026, its #31 holding.
SK Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.93M in Q3 2025.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.