Traveka Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Traveka Wealth’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	$319K	Sell	3,702 -1,332	-26%	-$112K	0.11%	130
2026 Q1	$366K	Buy	5,034 +1,614	+47%	+$126K	0.14%	108
2025 Q4	$278K	Hold	3,420	–	–	0.11%	139
2025 Q3	$273K	Hold	3,420	–	–	0.12%	128
2025 Q2	$250K	Hold	3,420	–	–	0.13%	117
2025 Q1	$211K	Hold	3,420	–	–	0.12%	134
2024 Q4	$234K	Hold	3,420	–	–	0.13%	120
2024 Q3	$219K	Sell	3,420 -636	-16%	-$39.4K	0.11%	119
2024 Q2	$253K	Hold	4,056	–	–	0.12%	99
2024 Q1	$233K	Buy	+4,056	New	+$223K	0.11%	108

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Traveka Wealth's VUG Position: Q2 2026 in Review

Traveka Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 26% in Q2 2026, selling an estimated $112K and leaving 3,702 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #130.

Traveka Wealth first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $366K in Q1 2026. 1,608 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Traveka Wealth held 3,702 shares of Vanguard Morningstar Growth ETF worth $319K as of Q2 2026.
Traveka Wealth sold 1,332 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $112K.
Vanguard Morningstar Growth ETF made up 0.11% of Traveka Wealth's portfolio in Q2 2026, its #130 holding.
Traveka Wealth first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
Traveka Wealth's Vanguard Morningstar Growth ETF position peaked at $366K in Q1 2026.
1,608 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.