Taylor & Morgan Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Taylor & Morgan 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	$440K	Buy	5,108 +2	+0%	+$168	0.22%	59
2026 Q1	$372K	Sell	5,106 -18	-0.4%	-$1.4K	0.21%	58
2025 Q4	$417K	Sell	5,124 -180	-3%	-$14.6K	0.23%	57
2025 Q3	$424K	Buy	5,304 +216	+4%	+$16.5K	0.26%	50
2025 Q2	$372K	Sell	5,088 -78	-2%	-$5.13K	0.25%	49
2025 Q1	$319K	Hold	5,166	–	–	0.24%	50
2024 Q4	$353K	Sell	5,166 -72	-1%	-$4.84K	0.25%	48
2024 Q3	$335K	Buy	5,238 +6	+0.1%	+$372	0.22%	50
2024 Q2	$326K	Buy	5,232 +1,584	+43%	+$92.4K	0.23%	48
2024 Q1	$209K	Buy	+3,648	New	+$201K	0.15%	64
2022 Q1	–	Sell	-4,188	Closed	-$224K	–	70
2021 Q4	$224K	Buy	+4,188	New	+$218K	0.18%	57

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Taylor & Morgan Wealth Management's VUG Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.04% in Q2 2026, buying an estimated $168 and bringing the position to 5,108 shares worth $440K. The position accounts for 0.22% of the portfolio, ranked #59.

Taylor & Morgan Wealth Management first reported a position in VUG in Q4 2021 and has held it in 11 quarters since. 1,448 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Taylor & Morgan Wealth Management held 5,108 shares of Vanguard Morningstar Growth ETF worth $440K as of Q2 2026.
Taylor & Morgan Wealth Management bought 2 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Morningstar Growth ETF made up 0.22% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #59 holding.
Taylor & Morgan Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 11 quarters since.
1,448 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.