Strategic Wealth Investment Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Strategic Wealth Investment 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	$1.17M	Sell	13,587 -453	-3%	-$38.1K	0.14%	64
2026 Q1	$1.02M	Sell	14,040 -2,316	-14%	-$180K	0.13%	61
2025 Q4	$1.33M	Sell	16,356 -8,700	-35%	-$706K	0.16%	59
2025 Q3	$2M	Buy	25,056 +23,166	+1,226%	+$1.77M	0.17%	60
2025 Q2	$138K	Buy	+1,890	New	+$124K	0.2%	55
2025 Q1	–	Sell	-18,582	Closed	-$1.27M	–	124
2024 Q4	$1.27M	Sell	18,582 -2,652	-12%	-$178K	0.14%	65
2024 Q3	$1.34M	Buy	21,234 +10,536	+98%	+$653K	0.14%	66
2024 Q2	$672K	Buy	+10,698	New	+$624K	0.08%	85
2023 Q4	$254K	Buy	+4,902	New	+$237K	0.04%	114
2023 Q3	–	Sell	-4,476	Closed	-$211K	–	115
2023 Q2	$211K	Sell	4,476 -6,102	-58%	-$265K	0.03%	115
2023 Q1	$440K	Buy	+10,578	New	+$411K	0.08%	88
2022 Q4	–	Sell	-7,206	Closed	-$257K	–	135
2022 Q3	$257K	Buy	+7,206	New	+$290K	0.07%	89
2022 Q1	–	Sell	-3,900	Closed	-$209K	–	113
2021 Q4	$209K	Sell	3,900 -294	-7%	-$15.3K	0.05%	79
2021 Q3	$202K	Buy	+4,194	New	+$209K	0.06%	79

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

Strategic Wealth Investment Group's VUG Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.2% in Q2 2026, selling an estimated $38.1K and leaving 13,587 shares worth $1.17M. The position accounts for 0.14% of the portfolio, ranked #64.

Strategic Wealth Investment Group first reported a position in VUG in Q3 2021 and has held it in 14 quarters since. The position peaked at $2M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Strategic Wealth Investment Group held 13,587 shares of Vanguard Morningstar Growth ETF worth $1.17M as of Q2 2026.
Strategic Wealth Investment Group sold 453 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $38.1K.
Vanguard Morningstar Growth ETF made up 0.14% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #64 holding.
Strategic Wealth Investment Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 14 quarters since.
Strategic Wealth Investment Group's Vanguard Morningstar Growth ETF position peaked at $2M in Q3 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.