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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 		$34.5K Buy
+400
New +$33.7K 0.01% 169

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 22.9% 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
EP Wealth Advisors
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. 2,902 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.
  • 2,902 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.