Stone House Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stone House Investment 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	$281K	Buy	3,262 +274	+9%	+$23.1K	0.04%	73
2026 Q1	$218K	Buy	2,988 +132	+5%	+$10.3K	0.04%	71
2025 Q4	$232K	Sell	2,856 -108	-4%	-$8.77K	0.04%	67
2025 Q3	$237K	Buy	2,964 +228	+8%	+$17.4K	0.04%	69
2025 Q2	$200K	Buy	2,736 +2,124	+347%	+$140K	0.04%	70
2025 Q1	$37.8K	Buy	+612	New	+$41.3K	0.01%	166

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 22.9% 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

EP Wealth Advisors Torrance, California $26.2B AUM

Stone House Investment Management's VUG Position: Q2 2026 in Review

Stone House Investment Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 9.2% in Q2 2026, buying an estimated $23.1K and bringing the position to 3,262 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #73.

Stone House Investment Management first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Stone House Investment Management held 3,262 shares of Vanguard Morningstar Growth ETF worth $281K as of Q2 2026.
Stone House Investment Management bought 274 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $23.1K.
Vanguard Morningstar Growth ETF made up 0.04% of Stone House Investment Management's portfolio in Q2 2026, its #73 holding.
Stone House Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.