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Strategic Blueprint’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Strategic Blueprint’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 		$63.3M Buy
735,402
+182,604
+33% +$15.4M 3.16% 1
2026
Q1 		$40.2M Buy
552,798
+16,812
+3% +$1.31M 2.34% 4
2025
Q4 		$43.6M Sell
535,986
-6,618
-1% -$537K 2.57% 3
2025
Q3 		$43.4M Sell
542,604
-12,282
-2% -$939K 1.89% 6
2025
Q2 		$40.5M Sell
554,886
-146,388
-21% -$9.64M 1.99% 5
2025
Q1 		$43.3M Sell
701,274
-31,890
-4% -$2.15M 2.36% 3
2024
Q4 		$50.2M Buy
733,164
+16,644
+2% +$1.12M 2.98% 2
2024
Q3 		$45.8M Sell
716,520
-6
-0% -$372 2.85% 2
2024
Q2 		$44.7M Buy
716,526
+97,182
+16% +$5.67M 3.03% 2
2024
Q1 		$35.5M Buy
619,344
+61,782
+11% +$3.4M 2.52% 3
2023
Q4 		$28.9M Buy
557,562
+80,016
+17% +$3.86M 2.39% 5
2023
Q3 		$21.7M Buy
477,546
+68,424
+17% +$3.23M 2% 6
2023
Q2 		$19.3M Buy
409,122
+94,962
+30% +$4.12M 1.84% 7
2023
Q1 		$13.1M Buy
314,160
+129,912
+71% +$5.05M 1.35% 13
2022
Q4 		$6.54M Buy
184,248
+124,146
+207% +$4.57M 0.76% 26
2022
Q3 		$2.14M Buy
60,102
+2,862
+5% +$115K 0.26% 93
2022
Q2 		$2.13M Buy
57,240
+3,444
+6% +$141K 0.26% 98
2022
Q1 		$2.58M Buy
53,796
+2,772
+5% +$131K 0.3% 82
2021
Q4 		$2.73M Buy
51,024
+4,896
+11% +$255K 0.34% 66
2021
Q3 		$2.23M Buy
46,128
+19,260
+72% +$958K 0.35% 68
2021
Q2 		$1.28M Buy
+26,868
New +$1.22M 0.2% 101
2019
Q4 		– Sell
-522
Closed -$14K – 423
2019
Q3 		$14K Buy
+522
New +$14.5K 0.01% 267

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

Strategic Blueprint's VUG Position: Q2 2026 in Review

Strategic Blueprint increased its Vanguard Morningstar Growth ETF (VUG) stake by 33% in Q2 2026, buying an estimated $15.4M and bringing the position to 735,402 shares worth $63.3M. The position accounts for 3.16% of the portfolio, ranked #1.

Strategic Blueprint first reported a position in VUG in Q3 2019 and has held it in 22 quarters since. 2,895 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Strategic Blueprint held 735,402 shares of Vanguard Morningstar Growth ETF worth $63.3M as of Q2 2026.
  • Strategic Blueprint bought 182,604 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $15.4M.
  • Vanguard Morningstar Growth ETF made up 3.16% of Strategic Blueprint's portfolio in Q2 2026, its #1 holding.
  • Strategic Blueprint first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and has held it in 22 quarters since.
  • 2,895 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.