Tempus Wealth Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tempus Wealth Planning’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	$390K	Buy	4,532 +14	+0.3%	+$1.18K	0.08%	199
2026 Q1	$329K	Hold	4,518	–	–	0.08%	211
2025 Q4	$367K	Hold	4,518	–	–	0.08%	201
2025 Q3	$361K	Hold	4,518	–	–	0.08%	206
2025 Q2	$330K	Sell	4,518 -210	-4%	-$13.8K	0.08%	199
2025 Q1	$292K	Buy	4,728 +120	+3%	+$8.09K	0.09%	206
2024 Q4	$315K	Hold	4,608	–	–	0.1%	184
2024 Q3	$295K	Sell	4,608 -12	-0.3%	-$744	0.11%	169
2024 Q2	$288K	Buy	4,620 +1,128	+32%	+$65.8K	0.12%	161
2024 Q1	$200K	Buy	+3,492	New	+$192K	0.09%	188

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

Tempus Wealth Planning's VUG Position: Q2 2026 in Review

Tempus Wealth Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.31% in Q2 2026, buying an estimated $1.18K and bringing the position to 4,532 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #199.

Tempus Wealth Planning first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Tempus Wealth Planning held 4,532 shares of Vanguard Morningstar Growth ETF worth $390K as of Q2 2026.
Tempus Wealth Planning bought 14 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.18K.
Vanguard Morningstar Growth ETF made up 0.08% of Tempus Wealth Planning's portfolio in Q2 2026, its #199 holding.
Tempus Wealth Planning first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 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 Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.