TBH Global Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

TBH Global Asset 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	$1.37M	Sell	15,959 -751	-4%	-$63.2K	0.25%	94
2026 Q1	$1.22M	Buy	+16,710	New	+$1.3M	0.25%	94
2025 Q4	–	Sell	-17,592	Closed	-$1.41M	–	289
2025 Q3	$1.41M	Buy	+17,592	New	+$1.34M	0.27%	90
2025 Q1	–	Sell	-15,012	Closed	-$1.03M	–	227
2024 Q4	$1.03M	Sell	15,012 -1,074	-7%	-$72.2K	0.24%	94
2024 Q3	$1.03M	Sell	16,086 -72	-0.4%	-$4.46K	0.22%	97
2024 Q2	$1.01M	Sell	16,158 -2,700	-14%	-$157K	0.22%	94
2024 Q1	$1.08M	Sell	18,858 -3,822	-17%	-$210K	0.22%	84
2023 Q4	$1.18M	Sell	22,680 -37,980	-63%	-$1.83M	0.24%	75
2023 Q3	$2.75M	Sell	60,660 -1,524	-2%	-$72K	0.53%	31
2023 Q2	$2.93M	Buy	62,184 +1,554	+3%	+$67.4K	0.57%	31
2023 Q1	$2.52M	Sell	60,630 -2,172	-3%	-$84.5K	0.54%	38
2022 Q4	$2.23M	Sell	62,802 -870	-1%	-$32K	0.54%	40
2022 Q3	$2.27M	Sell	63,672 -5,166	-8%	-$208K	0.58%	38
2022 Q2	$2.56M	Buy	68,838 +822	+1%	+$33.8K	0.61%	40
2022 Q1	$3.26M	Buy	68,016 +1,248	+2%	+$59K	0.7%	34
2021 Q4	$3.57M	Buy	66,768 +1,008	+2%	+$52.5K	0.74%	31
2021 Q3	$3.18M	Buy	65,760 +3,276	+5%	+$163K	0.74%	36
2021 Q2	$2.99M	Buy	62,484 +1,938	+3%	+$88K	0.69%	35
2021 Q1	$2.59M	Buy	60,546 +21,414	+55%	+$916K	0.67%	40
2020 Q4	$1.65M	Buy	39,132 +9,666	+33%	+$386K	0.51%	49
2020 Q3	$1.12M	Buy	29,466 +690	+2%	+$25.5K	0.39%	55
2020 Q2	$969K	Buy	+28,776	New	+$885K	0.38%	52

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 22.9% 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

TBH Global Asset Management's VUG Position: Q2 2026 in Review

TBH Global Asset Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.5% in Q2 2026, selling an estimated $63.2K and leaving 15,959 shares worth $1.37M. The position accounts for 0.25% of the portfolio, ranked #94.

TBH Global Asset Management first reported a position in VUG in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.57M in Q4 2021. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

TBH Global Asset Management held 15,959 shares of Vanguard Morningstar Growth ETF worth $1.37M as of Q2 2026.
TBH Global Asset Management sold 751 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $63.2K.
Vanguard Morningstar Growth ETF made up 0.25% of TBH Global Asset Management's portfolio in Q2 2026, its #94 holding.
TBH Global Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 22 quarters since.
TBH Global Asset Management's Vanguard Morningstar Growth ETF position peaked at $3.57M in Q4 2021.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.