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Topel & Distasi Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Topel & Distasi 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 		$20.1M Sell
233,543
-1,027
-0.4% -$86.4K 9.71% 2
2026
Q1 		$17.1M Buy
234,570
+6,726
+3% +$523K 8.83% 2
2025
Q4 		$18.5M Sell
227,844
-21,390
-9% -$1.74M 9.05% 2
2025
Q3 		$19.9M Buy
249,234
+4,986
+2% +$381K 9.83% 1
2025
Q2 		$17.8M Sell
244,248
-426
-0.2% -$28K 9.35% 1
2025
Q1 		$15.1M Buy
244,674
+6,618
+3% +$446K 7.06% 2
2024
Q4 		$16.3M Sell
238,056
-5,274
-2% -$354K 6.97% 2
2024
Q3 		$15.6M Sell
243,330
-396
-0.2% -$24.5K 6.45% 2
2024
Q2 		$15.2M Buy
243,726
+1,950
+0.8% +$114K 6.68% 2
2024
Q1 		$13.9M Sell
241,776
-40,050
-14% -$2.2M 6.13% 3
2023
Q4 		$14.6M Sell
281,826
-26,982
-9% -$1.3M 6.94% 2
2023
Q3 		$14M Sell
308,808
-15,432
-5% -$729K 7.35% 2
2023
Q2 		$15.3M Sell
324,240
-7,212
-2% -$313K 7.69% 1
2023
Q1 		$13.8M Sell
331,452
-16,188
-5% -$630K 7.19% 2
2022
Q4 		$12.3M Buy
347,640
+2,940
+0.9% +$108K 6.92% 2
2022
Q3 		$13.1M Buy
344,700
+2,964
+0.9% +$119K 7.21% 2
2022
Q2 		$12.7M Buy
341,736
+52,488
+18% +$2.16M 7.35% 2
2022
Q1 		$13.9M Buy
289,248
+17,352
+6% +$821K 5.81% 2
2021
Q4 		$14.5M Buy
+271,896
New +$14.2M 5.93% 2

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

Topel & Distasi Wealth Management's VUG Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.44% in Q2 2026, selling an estimated $86.4K and leaving 233,543 shares worth $20.1M. The position accounts for 9.71% of the portfolio, ranked #2.

Topel & Distasi Wealth Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Topel & Distasi Wealth Management held 233,543 shares of Vanguard Morningstar Growth ETF worth $20.1M as of Q2 2026.
  • Topel & Distasi Wealth Management sold 1,027 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $86.4K.
  • Vanguard Morningstar Growth ETF made up 9.71% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Topel & Distasi Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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