Syntegra Private Wealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Syntegra Private Wealth 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	$778K	Buy	9,030 +1,776	+24%	+$149K	0.06%	84
2026 Q1	$528K	Hold	7,254	–	–	0.05%	103
2025 Q4	$590K	Buy	7,254 +270	+4%	+$21.9K	0.05%	91
2025 Q3	$558K	Hold	6,984	–	–	0.05%	91
2025 Q2	$510K	Hold	6,984	–	–	0.05%	95
2025 Q1	$432K	Hold	6,984	–	–	0.05%	94
2024 Q4	$478K	Hold	6,984	–	–	0.05%	84
2024 Q3	$447K	Hold	6,984	–	–	0.05%	94
2024 Q2	$435K	Sell	6,984 -276	-4%	-$16.1K	0.06%	87
2024 Q1	$416K	Buy	7,260 +84	+1%	+$4.62K	0.05%	86
2023 Q4	$372K	Hold	7,176	–	–	0.05%	84
2023 Q3	$326K	Sell	7,176 -10,368	-59%	-$490K	0.05%	89
2023 Q2	$827K	Buy	+17,544	New	+$761K	0.13%	47

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

Syntegra Private Wealth Group's VUG Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 24% in Q2 2026, buying an estimated $149K and bringing the position to 9,030 shares worth $778K. The position accounts for 0.06% of the portfolio, ranked #84.

Syntegra Private Wealth Group first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $827K in Q2 2023. 2,895 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Syntegra Private Wealth Group held 9,030 shares of Vanguard Morningstar Growth ETF worth $778K as of Q2 2026.
Syntegra Private Wealth Group bought 1,776 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $149K.
Vanguard Morningstar Growth ETF made up 0.06% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #84 holding.
Syntegra Private Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
Syntegra Private Wealth Group's Vanguard Morningstar Growth ETF position peaked at $827K in Q2 2023.
2,895 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.