Tenon Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tenon Financial’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	$1.76M	Buy	20,427 +7,035	+53%	+$592K	0.57%	14
2026 Q1	$975K	Sell	13,392 -144	-1%	-$11.2K	0.38%	20
2025 Q4	$1.1M	Sell	13,536 -1,542	-10%	-$125K	0.46%	18
2025 Q3	$1.2M	Sell	15,078 -15,096	-50%	-$1.15M	0.62%	16
2025 Q2	$2.04M	Buy	30,174 +15,102	+100%	+$994K	0.9%	12
2025 Q1	$932K	Hold	15,072	–	–	0.58%	17
2024 Q4	$1.03M	Hold	15,072	–	–	0.67%	16
2024 Q3	$964K	Hold	15,072	–	–	0.64%	14
2024 Q2	$940K	Sell	15,072 -894	-6%	-$52.1K	0.73%	14
2024 Q1	$916K	Buy	+15,966	New	+$878K	0.77%	13

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

Tenon Financial's VUG Position: Q2 2026 in Review

Tenon Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 53% in Q2 2026, buying an estimated $592K and bringing the position to 20,427 shares worth $1.76M. The position accounts for 0.57% of the portfolio, ranked #14.

Tenon Financial first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.04M in Q2 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Tenon Financial held 20,427 shares of Vanguard Morningstar Growth ETF worth $1.76M as of Q2 2026.
Tenon Financial bought 7,035 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $592K.
Vanguard Morningstar Growth ETF made up 0.57% of Tenon Financial's portfolio in Q2 2026, its #14 holding.
Tenon Financial first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
Tenon Financial's Vanguard Morningstar Growth ETF position peaked at $2.04M in Q2 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tenon Financial's 13F filing for Q2 2026, filed 24 Jul 2026.