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

SteelPeak 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 		$5.46M Buy
63,375
+159
+0.3% +$13.4K 0.14% 121
2026
Q1 		$4.6M Sell
63,216
-3,120
-5% -$243K 0.14% 114
2025
Q4 		$5.39M Sell
66,336
-46,908
-41% -$3.81M 0.18% 96
2025
Q3 		$9.06M Buy
113,244
+92,568
+448% +$7.07M 0.3% 76
2025
Q2 		$1.51M Sell
20,676
-9,678
-32% -$637K 0.06% 222
2025
Q1 		$1.88M Buy
30,354
+1,368
+5% +$92.2K 0.08% 185
2024
Q4 		$1.98M Buy
28,986
+13,266
+84% +$891K 0.08% 173
2024
Q3 		$1.01M Buy
15,720
+576
+4% +$35.7K 0.04% 232
2024
Q2 		$945K Hold
15,144
– – 0.04% 236
2024
Q1 		$869K Hold
15,144
– – 0.04% 232
2023
Q4 		$785K Buy
15,144
+1,098
+8% +$53K 0.05% 234
2023
Q3 		$638K Buy
14,046
+8,622
+159% +$407K 0.04% 224
2023
Q2 		$256K Buy
+5,424
New +$235K 0.02% 359
2022
Q2 		– Sell
-6,264
Closed -$300K – 486
2022
Q1 		$300K Hold
6,264
– – 0.02% 352
2021
Q4 		$335K Buy
+6,264
New +$326K 0.02% 312
2021
Q2 		– Sell
-4,698
Closed -$201K – 469
2021
Q1 		$201K Sell
4,698
-1,752
-27% -$75K 0.02% 352
2020
Q4 		$272K Buy
+6,450
New +$257K 0.02% 271

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

SteelPeak Wealth's VUG Position: Q2 2026 in Review

SteelPeak Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.25% in Q2 2026, buying an estimated $13.4K and bringing the position to 63,375 shares worth $5.46M. The position accounts for 0.14% of the portfolio, ranked #121.

SteelPeak Wealth first reported a position in VUG in Q4 2020 and has held it in 17 quarters since. The position peaked at $9.06M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • SteelPeak Wealth held 63,375 shares of Vanguard Morningstar Growth ETF worth $5.46M as of Q2 2026.
  • SteelPeak Wealth bought 159 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $13.4K.
  • Vanguard Morningstar Growth ETF made up 0.14% of SteelPeak Wealth's portfolio in Q2 2026, its #121 holding.
  • SteelPeak Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 17 quarters since.
  • SteelPeak Wealth's Vanguard Morningstar Growth ETF position peaked at $9.06M in Q3 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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