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Smith & Howard Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Smith & Howard 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 		$756K Buy
+1,800
New +$151K 0.15% 46

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

Smith & Howard Wealth Management's VUG Position: Q2 2026 in Review

Smith & Howard Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.98% in Q2 2026, selling an estimated $197K and leaving 235,899 shares worth $20.3M. The position accounts for 4.04% of the portfolio, ranked #6.

Smith & Howard Wealth Management first reported a position in VUG in Q2 2013 and has held it in 53 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Smith & Howard Wealth Management held 235,899 shares of Vanguard Morningstar Growth ETF worth $20.3M as of Q2 2026.
  • Smith & Howard Wealth Management sold 2,343 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $197K.
  • Vanguard Morningstar Growth ETF made up 4.04% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Smith & Howard Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.