Soundwatch Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Soundwatch Capital’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	$269K	Hold	3,126	–	–	0.03%	43
2026 Q1	$228K	Sell	3,126 -1,890	-38%	-$147K	0.03%	44
2025 Q4	$408K	Buy	5,016 +1,890	+60%	+$153K	0.06%	30
2025 Q3	$250K	Sell	3,126 -702	-18%	-$53.6K	0.04%	34
2025 Q2	$292K	Buy	+3,828	New	+$252K	0.05%	126
2025 Q1	–	Sell	-6,066	Closed	-$415K	–	38
2024 Q4	$415K	Buy	+6,066	New	+$408K	0.04%	26

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

Soundwatch Capital's VUG Position: Q2 2026 in Review

Soundwatch Capital held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,126 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #43.

Soundwatch Capital first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $415K in Q4 2024. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Soundwatch Capital held 3,126 shares of Vanguard Morningstar Growth ETF worth $269K as of Q2 2026.
Soundwatch Capital left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.03% of Soundwatch Capital's portfolio in Q2 2026, its #43 holding.
Soundwatch Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
Soundwatch Capital's Vanguard Morningstar Growth ETF position peaked at $415K in Q4 2024.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Soundwatch Capital's 13F filing for Q2 2026, filed 13 Aug 2026.