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

Total Clarity 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 		$275K Sell
3,192
-126
-4% -$10.6K 0.05% 311
2026
Q1 		$242K Sell
3,318
-576
-15% -$44.8K 0.06% 275
2025
Q4 		$317K Buy
3,894
+750
+24% +$60.9K 0.08% 227
2025
Q3 		$251K Hold
3,144
– – 0.07% 246
2025
Q2 		$230K Sell
3,144
-822
-21% -$54.1K 0.07% 252
2025
Q1 		$271K Hold
3,966
– – 0.09% 205
2024
Q4 		$271K Buy
3,966
+24
+0.6% +$1.61K 0.09% 206
2024
Q3 		$252K Sell
3,942
-60
-1% -$3.72K 0.08% 218
2024
Q2 		$250K Hold
4,002
– – 0.09% 215
2024
Q1 		$230K Buy
+4,002
New +$220K 0.08% 238
2022
Q3 		– Sell
-4,158
Closed -$154K – 965
2022
Q2 		$154K Sell
4,158
-642
-13% -$26.4K 0.08% 247
2022
Q1 		$230K Sell
4,800
-22,812
-83% -$1.08M 0.13% 196
2021
Q4 		$1.48M Buy
27,612
+3,210
+13% +$167K 0.67% 34
2021
Q3 		$1.18M Buy
24,402
+1,032
+4% +$51.4K 0.56% 43
2021
Q2 		$1.12M Buy
23,370
+1,260
+6% +$57.2K 0.62% 50
2021
Q1 		$947K Buy
22,110
+768
+4% +$32.9K 0.54% 43
2020
Q4 		$901K Buy
21,342
+192
+0.9% +$7.66K 0.63% 43
2020
Q3 		$802K Sell
21,150
-42
-0.2% -$1.55K 0.7% 37
2020
Q2 		$714K Sell
21,192
-4,056
-16% -$125K 0.66% 48
2020
Q1 		$659K Buy
25,248
+2,238
+10% +$67K 1.02% 31
2019
Q4 		$699K Buy
+23,010
New +$664K 0.52% 45

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

Total Clarity Wealth Management's VUG Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.8% in Q2 2026, selling an estimated $10.6K and leaving 3,192 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #311.

Total Clarity Wealth Management first reported a position in VUG in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.48M in Q4 2021. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Total Clarity Wealth Management held 3,192 shares of Vanguard Morningstar Growth ETF worth $275K as of Q2 2026.
  • Total Clarity Wealth Management sold 126 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Total Clarity Wealth Management's portfolio in Q2 2026, its #311 holding.
  • Total Clarity Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 21 quarters since.
  • Total Clarity Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.48M in Q4 2021.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.