Sterling Group Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sterling Group 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	$436K	Buy	5,058 +1,200	+31%	+$101K	0.18%	38
2026 Q1	$281K	Hold	3,858	–	–	0.13%	45
2025 Q4	$314K	Hold	3,858	–	–	0.15%	42
2025 Q3	$308K	Hold	3,858	–	–	0.15%	41
2025 Q2	$282K	Sell	3,858 -834	-18%	-$54.9K	0.16%	43
2025 Q1	$290K	Buy	4,692 +66	+1%	+$4.45K	0.16%	47
2024 Q4	$316K	Buy	4,626 +330	+8%	+$22.2K	0.16%	43
2024 Q3	$275K	Sell	4,296 -312	-7%	-$19.3K	0.15%	50
2024 Q2	$287K	Buy	+4,608	New	+$269K	0.16%	44
2024 Q1	–	Sell	-5,910	Closed	-$306K	–	51
2023 Q4	$306K	Hold	5,910	–	–	0.24%	42
2023 Q3	$268K	Hold	5,910	–	–	0.25%	40
2023 Q2	$279K	Hold	5,910	–	–	0.24%	39
2023 Q1	$246K	Hold	5,910	–	–	0.23%	41
2022 Q4	$210K	Buy	+5,910	New	+$217K	0.21%	46

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

Sterling Group Wealth Management's VUG Position: Q2 2026 in Review

Sterling Group Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 31% in Q2 2026, buying an estimated $101K and bringing the position to 5,058 shares worth $436K. The position accounts for 0.18% of the portfolio, ranked #38.

Sterling Group Wealth Management first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sterling Group Wealth Management held 5,058 shares of Vanguard Morningstar Growth ETF worth $436K as of Q2 2026.
Sterling Group Wealth Management bought 1,200 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $101K.
Vanguard Morningstar Growth ETF made up 0.18% of Sterling Group Wealth Management's portfolio in Q2 2026, its #38 holding.
Sterling Group Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 14 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.