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

TriaGen 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	$577K	Hold	6,696	–	–	0.14%	120
2026 Q1	$487K	Hold	6,696	–	–	0.13%	116
2025 Q4	$544K	Hold	6,696	–	–	0.14%	115
2025 Q3	$535K	Hold	6,696	–	–	0.14%	119
2025 Q2	$489K	Hold	6,696	–	–	0.15%	115
2025 Q1	$414K	Hold	6,696	–	–	0.15%	117
2024 Q4	$458K	Hold	6,696	–	–	0.15%	107
2024 Q3	$428K	Hold	6,696	–	–	0.14%	115
2024 Q2	$417K	Hold	6,696	–	–	0.16%	112
2024 Q1	$384K	Hold	6,696	–	–	0.16%	115
2023 Q4	$347K	Hold	6,696	–	–	0.17%	116
2023 Q3	$304K	Hold	6,696	–	–	0.16%	114
2023 Q2	$316K	Hold	6,696	–	–	0.14%	132
2023 Q1	$278K	Hold	6,696	–	–	0.14%	130
2022 Q4	$238K	Hold	6,696	–	–	0.13%	150
2022 Q3	$239K	Hold	6,696	–	–	0.13%	140
2022 Q2	$249K	Hold	6,696	–	–	0.18%	129
2022 Q1	$321K	Hold	6,696	–	–	0.17%	131
2021 Q4	$358K	Hold	6,696	–	–	0.18%	126
2021 Q3	$324K	Hold	6,696	–	–	0.18%	136
2021 Q2	$330K	Sell	6,696 -540	-7%	-$24.5K	0.17%	136
2021 Q1	$310K	Buy	7,236 +90	+1%	+$3.85K	0.18%	126
2020 Q4	$302K	Buy	+7,146	New	+$285K	0.18%	133

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

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

TriaGen Wealth Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 6,696 shares worth $577K. The position accounts for 0.14% of the portfolio, ranked #120.

TriaGen Wealth Management first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

TriaGen Wealth Management held 6,696 shares of Vanguard Morningstar Growth ETF worth $577K as of Q2 2026.
TriaGen Wealth Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.14% of TriaGen Wealth Management's portfolio in Q2 2026, its #120 holding.
TriaGen Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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