Succession Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Succession Financial’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	$610K	Buy	+7,078	New	+$596K	0.58%	18

Other funds holding VUG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Succession Financial's VUG Position: Q2 2026 in Review

Succession Financial opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 7,078 shares worth $610K. The stake represents 0.58% of the portfolio and ranks #18 among its holdings.

2,797 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Succession Financial held 7,078 shares of Vanguard Morningstar Growth ETF worth $610K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Succession Financial position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.58% of Succession Financial's portfolio in Q2 2026, its #18 holding.
2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.