Summit Wealth & Retirement Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Summit Wealth & Retirement Planning’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	$1.86M	Buy	21,590 +788	+4%	+$66.3K	0.39%	36
2026 Q1	$1.51M	Buy	20,802 +636	+3%	+$49.5K	0.36%	36
2025 Q4	$1.64M	Buy	20,166 +300	+2%	+$24.3K	0.39%	32
2025 Q3	$1.59M	Buy	19,866 +468	+2%	+$35.8K	0.39%	31
2025 Q2	$1.42M	Sell	19,398 -3,162	-14%	-$208K	0.38%	30
2025 Q1	$1.39M	Buy	22,560 +16,368	+264%	+$1.1M	0.43%	24
2024 Q4	$424K	Hold	6,192	–	–	0.13%	50
2024 Q3	$396K	Buy	+6,192	New	+$384K	0.13%	48

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

Summit Wealth & Retirement Planning's VUG Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.8% in Q2 2026, buying an estimated $66.3K and bringing the position to 21,590 shares worth $1.86M. The position accounts for 0.39% of the portfolio, ranked #36.

Summit Wealth & Retirement Planning first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Summit Wealth & Retirement Planning held 21,590 shares of Vanguard Morningstar Growth ETF worth $1.86M as of Q2 2026.
Summit Wealth & Retirement Planning bought 788 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $66.3K.
Vanguard Morningstar Growth ETF made up 0.39% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #36 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.