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

StoneCrest 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	$389K	Sell	4,521 -273	-6%	-$23K	0.12%	63
2026 Q1	$349K	Sell	4,794 -1,728	-26%	-$134K	0.15%	63
2025 Q4	$530K	Sell	6,522 -444	-6%	-$36K	0.21%	59
2025 Q3	$557K	Hold	6,966	–	–	0.24%	54
2025 Q2	$509K	Buy	6,966 +900	+15%	+$59.3K	0.24%	60
2025 Q1	$375K	Hold	6,066	–	–	0.24%	58
2024 Q4	$415K	Hold	6,066	–	–	0.27%	53
2024 Q3	$388K	Buy	6,066 +1,746	+40%	+$108K	0.28%	51
2024 Q2	$269K	Sell	4,320 -264	-6%	-$15.4K	0.21%	52
2024 Q1	$263K	Sell	4,584 -198	-4%	-$10.9K	0.23%	53
2023 Q4	$248K	Buy	+4,782	New	+$231K	0.24%	49

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

StoneCrest Wealth Management's VUG Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.7% in Q2 2026, selling an estimated $23K and leaving 4,521 shares worth $389K. The position accounts for 0.12% of the portfolio, ranked #63.

StoneCrest Wealth Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $557K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

StoneCrest Wealth Management held 4,521 shares of Vanguard Morningstar Growth ETF worth $389K as of Q2 2026.
StoneCrest Wealth Management sold 273 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $23K.
Vanguard Morningstar Growth ETF made up 0.12% of StoneCrest Wealth Management's portfolio in Q2 2026, its #63 holding.
StoneCrest Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
StoneCrest Wealth Management's Vanguard Morningstar Growth ETF position peaked at $557K in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.