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Strait & Sound Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Strait & Sound 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 		$1.51M Buy
17,520
+42
+0.2% +$3.53K 0.53% 47
2026
Q1 		$1.27M Sell
17,478
-294
-2% -$22.9K 0.47% 50
2025
Q4 		$1.45M Sell
17,772
-210
-1% -$17K 0.54% 45
2025
Q3 		$1.44M Sell
17,982
-3,480
-16% -$266K 0.55% 42
2025
Q2 		$1.57M Sell
21,462
-3,480
-14% -$229K 0.67% 34
2025
Q1 		$1.54M Buy
24,942
+36
+0.1% +$2.43K 0.72% 28
2024
Q4 		$1.7M Sell
24,906
-1,080
-4% -$72.6K 0.79% 24
2024
Q3 		$1.66M Sell
25,986
-1,500
-5% -$93K 0.81% 23
2024
Q2 		$1.71M Hold
27,486
– – 0.87% 20
2024
Q1 		$1.59M Sell
27,486
-3,000
-10% -$165K 0.89% 21
2023
Q4 		$1.58M Buy
30,486
+2,100
+7% +$101K 0.99% 19
2023
Q3 		$1.29M Buy
28,386
+6,000
+27% +$283K 1.11% 20
2023
Q2 		$1.06M Buy
22,386
+630
+3% +$27.3K 1.05% 20
2023
Q1 		$904K Buy
21,756
+600
+3% +$23.3K 0.9% 29
2022
Q4 		$796K Buy
+21,156
New +$778K 0.87% 29

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

Strait & Sound Wealth Management's VUG Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.24% in Q2 2026, buying an estimated $3.53K and bringing the position to 17,520 shares worth $1.51M. The position accounts for 0.53% of the portfolio, ranked #47.

Strait & Sound Wealth Management first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.71M in Q2 2024. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Strait & Sound Wealth Management held 17,520 shares of Vanguard Morningstar Growth ETF worth $1.51M as of Q2 2026.
  • Strait & Sound Wealth Management bought 42 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.53K.
  • Vanguard Morningstar Growth ETF made up 0.53% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Strait & Sound Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.71M in Q2 2024.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.