Team Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Team Financial 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	–	Sell	-420	Closed	-$30.7K	–	250
2026 Q1	$30.7K	Hold	420	–	–	0.01%	138
2025 Q4	$34.3K	Buy	420 +330	+367%	+$26.8K	0.02%	127
2025 Q3	$7.31K	Hold	90	–	–	﹤0.01%	197
2025 Q2	$6.67K	Buy	+90	New	+$5.92K	﹤0.01%	192
2024 Q1	–	Sell	-90	Closed	-$4.7K	–	209
2023 Q4	$4.7K	Hold	90	–	–	﹤0.01%	146
2023 Q3	$4.11K	Buy	+90	New	+$4.25K	﹤0.01%	150

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

Team Financial Group's VUG Position: Q2 2026 in Review

Team Financial Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 420 shares — an estimated $30.7K sold.

Team Financial Group first reported a position in VUG in Q3 2023 and held it in 6 quarters. The position peaked at $34.3K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Team Financial Group reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 420 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $30.7K.
Team Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's Vanguard Morningstar Growth ETF position peaked at $34.3K in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.