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Sterling Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sterling Financial Planning’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 		$902K Sell
10,472
-190
-2% -$16K 0.25% 56
2026
Q1 		$776K Buy
10,662
+234
+2% +$18.2K 0.23% 55
2025
Q4 		$848K Buy
10,428
+36
+0.3% +$2.92K 0.26% 54
2025
Q3 		$830K Sell
10,392
-366
-3% -$28K 0.26% 54
2025
Q2 		$786K Sell
10,758
-804
-7% -$52.9K 0.26% 54
2025
Q1 		$715K Sell
11,562
-144
-1% -$9.71K 0.26% 54
2024
Q4 		$801K Sell
11,706
-336
-3% -$22.6K 0.29% 52
2024
Q3 		$771K Buy
12,042
+120
+1% +$7.44K 0.28% 56
2024
Q2 		$743K Buy
11,922
+1,650
+16% +$96.2K 0.3% 56
2024
Q1 		$589K Sell
10,272
-588
-5% -$32.3K 0.24% 62
2023
Q4 		$563K Hold
10,860
– – 0.24% 62
2023
Q3 		$493K Sell
10,860
-516
-5% -$24.4K 0.25% 59
2023
Q2 		$537K Buy
11,376
+390
+4% +$16.9K 0.27% 58
2023
Q1 		$457K Sell
10,986
-654
-6% -$25.4K 0.25% 65
2022
Q4 		$413K Buy
11,640
+2,088
+22% +$76.8K 0.25% 62
2022
Q3 		$341K Buy
9,552
+1,008
+12% +$40.5K 0.24% 66
2022
Q2 		$317K Buy
8,544
+2,940
+52% +$121K 0.22% 68
2022
Q1 		$269K Buy
5,604
+180
+3% +$8.51K 0.17% 81
2021
Q4 		$290K Buy
5,424
+2,550
+89% +$133K 0.18% 78
2021
Q3 		$139K Buy
2,874
+1,986
+224% +$98.8K 0.09% 109
2021
Q2 		$42K Buy
888
+24
+3% +$1.09K 0.03% 183
2021
Q1 		$37K Hold
864
– – 0.03% 180
2020
Q4 		$36K Buy
+864
New +$34.5K 0.03% 169

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

Sterling Financial Planning's VUG Position: Q2 2026 in Review

Sterling Financial Planning reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.8% in Q2 2026, selling an estimated $16K and leaving 10,472 shares worth $902K. The position accounts for 0.25% of the portfolio, ranked #56.

Sterling Financial Planning first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Sterling Financial Planning held 10,472 shares of Vanguard Morningstar Growth ETF worth $902K as of Q2 2026.
  • Sterling Financial Planning sold 190 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $16K.
  • Vanguard Morningstar Growth ETF made up 0.25% of Sterling Financial Planning's portfolio in Q2 2026, its #56 holding.
  • Sterling Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.