Tanager Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tanager Wealth Management’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	$941K	Buy	10,920 +630	+6%	+$53K	0.08%	61
2026 Q1	$749K	Buy	10,290 +1,656	+19%	+$129K	0.07%	65
2025 Q4	$702K	Buy	8,634 +294	+4%	+$23.9K	0.07%	66
2025 Q3	$667K	Buy	8,340 +60	+0.7%	+$4.58K	0.07%	68
2025 Q2	$605K	Hold	8,280	–	–	0.07%	70
2025 Q1	$512K	Hold	8,280	–	–	0.07%	65
2024 Q4	$566K	Sell	8,280 -1,572	-16%	-$106K	0.07%	60
2024 Q3	$630K	Buy	9,852 +2,796	+40%	+$173K	0.08%	55
2024 Q2	$440K	Buy	+7,056	New	+$411K	0.07%	61
2023 Q3	–	Sell	-8,904	Closed	-$420K	–	87
2023 Q2	$420K	Buy	+8,904	New	+$386K	0.09%	55

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

Tanager Wealth Management's VUG Position: Q2 2026 in Review

Tanager Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.1% in Q2 2026, buying an estimated $53K and bringing the position to 10,920 shares worth $941K. The position accounts for 0.08% of the portfolio, ranked #61.

Tanager Wealth Management first reported a position in VUG in Q2 2023 and has held it in 10 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Tanager Wealth Management held 10,920 shares of Vanguard Morningstar Growth ETF worth $941K as of Q2 2026.
Tanager Wealth Management bought 630 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $53K.
Vanguard Morningstar Growth ETF made up 0.08% of Tanager Wealth Management's portfolio in Q2 2026, its #61 holding.
Tanager Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 10 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.