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Timmons Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Timmons 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 		$862K Sell
10,009
-653
-6% -$54.9K 0.63% 18
2026
Q1 		$776K Sell
10,662
-204
-2% -$15.9K 0.74% 16
2025
Q4 		$883K Buy
+10,866
New +$882K 0.87% 14

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Timmons Wealth Management's VUG Position: Q2 2026 in Review

Timmons Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.1% in Q2 2026, selling an estimated $54.9K and leaving 10,009 shares worth $862K. The position accounts for 0.63% of the portfolio, ranked #18.

Timmons Wealth Management first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $883K in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Timmons Wealth Management held 10,009 shares of Vanguard Morningstar Growth ETF worth $862K as of Q2 2026.
  • Timmons Wealth Management sold 653 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $54.9K.
  • Vanguard Morningstar Growth ETF made up 0.63% of Timmons Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Timmons Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Timmons Wealth Management's Vanguard Morningstar Growth ETF position peaked at $883K in Q4 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Timmons Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.