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

Sterling 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	$1.4M	Buy	16,275 +9	+0.1%	+$757	0.35%	38
2026 Q1	$1.18M	Sell	16,266 -60	-0.4%	-$4.67K	0.33%	40
2025 Q4	$1.33M	Sell	16,326 -7,710	-32%	-$626K	0.38%	37
2025 Q3	$1.92M	Buy	24,036 +186	+0.8%	+$14.2K	0.58%	31
2025 Q2	$1.74M	Buy	+23,850	New	+$1.57M	0.59%	30
2024 Q4	$1.74M	Buy	25,446 +30	+0.1%	+$2.02K	0.64%	28
2024 Q3	$1.63M	Buy	25,416 +3,522	+16%	+$218K	0.61%	29
2024 Q2	$1.36M	Hold	21,894	–	–	0.65%	27
2024 Q1	$1.26M	Buy	21,894 +24	+0.1%	+$1.32K	0.63%	26
2023 Q4	$1.13M	Buy	+21,870	New	+$1.06M	0.64%	23

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 Wealth Management's VUG Position: Q2 2026 in Review

Sterling Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q2 2026, buying an estimated $757 and bringing the position to 16,275 shares worth $1.4M. The position accounts for 0.35% of the portfolio, ranked #38.

Sterling Wealth Management first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.92M in Q3 2025. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sterling Wealth Management held 16,275 shares of Vanguard Morningstar Growth ETF worth $1.4M as of Q2 2026.
Sterling Wealth Management bought 9 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $757.
Vanguard Morningstar Growth ETF made up 0.35% of Sterling Wealth Management's portfolio in Q2 2026, its #38 holding.
Sterling Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.92M in Q3 2025.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.