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

Smith Salley 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	$3.45M	Buy	40,089 +789	+2%	+$66.4K	0.15%	93
2026 Q1	$2.86M	Buy	39,300 +1,320	+3%	+$103K	0.14%	101
2025 Q4	$3.09M	Sell	37,980 -444	-1%	-$36K	0.15%	101
2025 Q3	$3.07M	Sell	38,424 -1,692	-4%	-$129K	0.16%	97
2025 Q2	$2.93M	Buy	40,116 +6,000	+18%	+$395K	0.17%	90
2025 Q1	$2.11M	Sell	34,116 -1,836	-5%	-$124K	0.14%	102
2024 Q4	$2.46M	Buy	35,952 +966	+3%	+$64.9K	0.16%	94
2024 Q3	$2.24M	Hold	34,986	–	–	0.15%	101
2024 Q2	$2.18M	Sell	34,986 -4,104	-10%	-$239K	0.16%	89
2024 Q1	$2.24M	Sell	39,090 -1,086	-3%	-$59.7K	0.17%	89
2023 Q4	$2.08M	Sell	40,176 -174	-0.4%	-$8.4K	0.13%	107
2023 Q3	$1.83M	Hold	40,350	–	–	0.14%	103
2023 Q2	$1.9M	Sell	40,350 -1,560	-4%	-$67.7K	0.14%	103
2023 Q1	$1.74M	Buy	41,910 +432	+1%	+$16.8K	0.14%	107
2022 Q4	$1.47M	Sell	41,478 -276	-0.7%	-$10.2K	0.13%	113
2022 Q3	$1.49M	Hold	41,754	–	–	0.14%	109
2022 Q2	$1.55M	Sell	41,754 -138	-0.3%	-$5.67K	0.13%	113
2022 Q1	$2.01M	Buy	41,892 +1,092	+3%	+$51.7K	0.15%	105
2021 Q4	$2.18M	Buy	40,800 +1,290	+3%	+$67.2K	0.15%	109
2021 Q3	$1.91M	Buy	39,510 +900	+2%	+$44.8K	0.15%	106
2021 Q2	$1.85M	Hold	38,610	–	–	0.15%	104
2021 Q1	$1.65M	Sell	38,610 -576	-1%	-$24.6K	0.15%	98
2020 Q4	$1.66M	Buy	39,186 +23,826	+155%	+$951K	0.17%	93
2020 Q3	$583K	Sell	15,360 -570	-4%	-$21K	0.07%	120
2020 Q2	$537K	Hold	15,930	–	–	0.07%	123
2020 Q1	$416K	Hold	15,930	–	–	0.07%	128
2019 Q4	$484K	Sell	15,930 -834	-5%	-$24.1K	0.06%	129
2019 Q3	$465K	Buy	16,764 +1,980	+13%	+$54.9K	0.07%	129
2019 Q2	$403K	Buy	+14,784	New	+$395K	0.06%	139

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

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

Smith Salley Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 2% in Q2 2026, buying an estimated $66.4K and bringing the position to 40,089 shares worth $3.45M. The position accounts for 0.15% of the portfolio, ranked #93.

Smith Salley Wealth Management first reported a position in VUG in Q2 2019 and has held it in 29 quarters since. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Smith Salley Wealth Management held 40,089 shares of Vanguard Morningstar Growth ETF worth $3.45M as of Q2 2026.
Smith Salley Wealth Management bought 789 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $66.4K.
Vanguard Morningstar Growth ETF made up 0.15% of Smith Salley Wealth Management's portfolio in Q2 2026, its #93 holding.
Smith Salley Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 29 quarters since.
2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.