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

SkyOak 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 		$2.32M Buy
26,876
+2,288
+9% +$193K 0.38% 60
2026
Q1 		$1.79M Buy
24,588
+1,938
+9% +$151K 0.33% 67
2025
Q4 		$1.84M Buy
22,650
+66
+0.3% +$5.36K 0.33% 66
2025
Q3 		$1.81M Sell
22,584
-1,092
-5% -$83.4K 0.34% 67
2025
Q2 		$1.73M Sell
23,676
-738
-3% -$48.6K 0.35% 64
2025
Q1 		$1.51M Sell
24,414
-138
-0.6% -$9.3K 0.33% 64
2024
Q4 		$1.68M Sell
24,552
-954
-4% -$64.1K 0.36% 62
2024
Q3 		$1.63M Buy
25,506
+438
+2% +$27.1K 0.36% 63
2024
Q2 		$1.56M Buy
25,068
+3,138
+14% +$183K 0.36% 62
2024
Q1 		$1.26M Sell
21,930
-1,686
-7% -$92.7K 0.3% 67
2023
Q4 		$1.22M Buy
23,616
+1,020
+5% +$49.2K 0.32% 66
2023
Q3 		$1.03M Buy
22,596
+900
+4% +$42.5K 0.3% 66
2023
Q2 		$1.02M Buy
21,696
+138
+0.6% +$5.99K 0.29% 73
2023
Q1 		$896K Buy
21,558
+2,262
+12% +$88K 0.27% 81
2022
Q4 		$685K Buy
19,296
+540
+3% +$19.9K 0.23% 93
2022
Q3 		$669K Buy
18,756
+5,088
+37% +$205K 0.24% 97
2022
Q2 		$508K Buy
+13,668
New +$562K 0.17% 113
2020
Q1 		– Sell
-8,922
Closed -$271K – 314
2019
Q4 		$271K Buy
+8,922
New +$258K 0.08% 245

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

SkyOak Wealth's VUG Position: Q2 2026 in Review

SkyOak Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 9.3% in Q2 2026, buying an estimated $193K and bringing the position to 26,876 shares worth $2.32M. The position accounts for 0.38% of the portfolio, ranked #60.

SkyOak Wealth first reported a position in VUG in Q4 2019 and has held it in 18 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • SkyOak Wealth held 26,876 shares of Vanguard Morningstar Growth ETF worth $2.32M as of Q2 2026.
  • SkyOak Wealth bought 2,288 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $193K.
  • Vanguard Morningstar Growth ETF made up 0.38% of SkyOak Wealth's portfolio in Q2 2026, its #60 holding.
  • SkyOak Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 18 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.