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

Stonebridge Financial Planning Group’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 		$4.46M Buy
51,806
+1,856
+4% +$156K 1.42% 17
2026
Q1 		$3.64M Buy
49,950
+1,476
+3% +$115K 1.34% 19
2025
Q4 		$3.94M Buy
48,474
+2,466
+5% +$200K 1.42% 18
2025
Q3 		$3.68M Buy
46,008
+4,224
+10% +$323K 1.38% 17
2025
Q2 		$3.05M Sell
41,784
-1,206
-3% -$79.4K 1.27% 18
2025
Q1 		$2.66M Buy
42,990
+1,896
+5% +$128K 1.21% 22
2024
Q4 		$2.81M Buy
41,094
+1,242
+3% +$83.4K 1.26% 21
2024
Q3 		$2.55M Buy
39,852
+1,398
+4% +$86.7K 1.21% 21
2024
Q2 		$2.4M Sell
38,454
-84
-0.2% -$4.9K 1.2% 20
2024
Q1 		$2.21M Sell
38,538
-3,360
-8% -$185K 1.17% 20
2023
Q4 		$2.17M Buy
41,898
+5,076
+14% +$245K 1.25% 20
2023
Q3 		$1.67M Buy
36,822
+1,782
+5% +$84.2K 1.07% 28
2023
Q2 		$1.65M Sell
35,040
-1,626
-4% -$70.5K 1.01% 29
2023
Q1 		$1.52M Sell
36,666
-6,858
-16% -$267K 0.98% 29
2022
Q4 		$1.55M Sell
43,524
-4,920
-10% -$181K 1.03% 30
2022
Q3 		$1.73M Sell
48,444
-552
-1% -$22.2K 1.21% 26
2022
Q2 		$1.82M Sell
48,996
-4,470
-8% -$184K 1.24% 23
2022
Q1 		$2.56M Sell
53,466
-12
-0% -$568 1.43% 21
2021
Q4 		$2.51M Buy
53,478
+540
+1% +$28.1K 1.32% 22
2021
Q3 		$2.8M Sell
52,938
-528
-1% -$26.3K 1.37% 23
2021
Q2 		$2.62M Sell
53,466
-420
-0.8% -$19.1K 1.39% 22
2021
Q1 		$2.44M Buy
53,886
+1,200
+2% +$51.3K 1.43% 20
2020
Q4 		$2.23M Buy
52,686
+7,476
+17% +$298K 1.41% 23
2020
Q3 		$1.78M Buy
45,210
+10,344
+30% +$382K 1.28% 22
2020
Q2 		$1.19M Buy
34,866
+360
+1% +$11.1K 1.02% 28
2020
Q1 		$955K Buy
34,506
+8,976
+35% +$269K 0.95% 29
2019
Q4 		$775K Buy
+25,530
New +$737K 0.7% 37

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

Stonebridge Financial Planning Group's VUG Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.7% in Q2 2026, buying an estimated $156K and bringing the position to 51,806 shares worth $4.46M. The position accounts for 1.42% of the portfolio, ranked #17.

Stonebridge Financial Planning Group first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Stonebridge Financial Planning Group held 51,806 shares of Vanguard Morningstar Growth ETF worth $4.46M as of Q2 2026.
  • Stonebridge Financial Planning Group bought 1,856 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $156K.
  • Vanguard Morningstar Growth ETF made up 1.42% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #17 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.