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Stone Summit Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stone Summit 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 		$7.39M Sell
85,760
-2,146
-2% -$181K 1.87% 15
2026
Q1 		$6.4M Sell
87,906
-6,534
-7% -$508K 1.78% 14
2025
Q4 		$7.68M Buy
94,440
+2,148
+2% +$174K 2.08% 14
2025
Q3 		$7.38M Buy
92,292
+42,864
+87% +$3.28M 2.09% 12
2025
Q2 		$3.61M Buy
49,428
+10,770
+28% +$709K 1.12% 32
2025
Q1 		$2.39M Buy
38,658
+2,388
+7% +$161K 0.81% 42
2024
Q4 		$2.48M Buy
36,270
+630
+2% +$42.3K 0.83% 40
2024
Q3 		$2.28M Buy
35,640
+2,286
+7% +$142K 0.74% 45
2024
Q2 		$2.08M Buy
33,354
+618
+2% +$36K 0.75% 42
2024
Q1 		$1.88M Buy
32,736
+396
+1% +$21.8K 0.65% 53
2023
Q4 		$1.68M Sell
32,340
-2,580
-7% -$125K 0.64% 56
2023
Q3 		$1.58M Buy
34,920
+954
+3% +$45.1K 0.68% 53
2023
Q2 		$1.6M Sell
33,966
-5,748
-14% -$249K 0.66% 54
2023
Q1 		$1.65M Sell
39,714
-10,572
-21% -$411K 0.73% 49
2022
Q4 		$1.79M Buy
50,286
+2,376
+5% +$87.4K 0.88% 41
2022
Q3 		$1.71M Buy
47,910
+1,260
+3% +$50.6K 1.05% 31
2022
Q2 		$1.73M Buy
46,650
+348
+0.8% +$14.3K 1.03% 31
2022
Q1 		$2.22M Buy
46,302
+3,564
+8% +$169K 1.25% 24
2021
Q4 		$2.28M Buy
+42,738
New +$2.23M 1.85% 14

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

Stone Summit Wealth's VUG Position: Q2 2026 in Review

Stone Summit Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.4% in Q2 2026, selling an estimated $181K and leaving 85,760 shares worth $7.39M. The position accounts for 1.87% of the portfolio, ranked #15.

Stone Summit Wealth first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.68M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Stone Summit Wealth held 85,760 shares of Vanguard Morningstar Growth ETF worth $7.39M as of Q2 2026.
  • Stone Summit Wealth sold 2,146 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $181K.
  • Vanguard Morningstar Growth ETF made up 1.87% of Stone Summit Wealth's portfolio in Q2 2026, its #15 holding.
  • Stone Summit Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's Vanguard Morningstar Growth ETF position peaked at $7.68M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.