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

Triangle Securities 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	$3.45M	Buy	40,090 +3,682	+10%	+$310K	0.69%	45
2026 Q1	$2.65M	Buy	36,408 +1,962	+6%	+$153K	0.6%	51
2025 Q4	$2.8M	Buy	34,446 +648	+2%	+$52.6K	0.59%	50
2025 Q3	$2.7M	Buy	33,798 +468	+1%	+$35.8K	0.61%	50
2025 Q2	$2.44M	Sell	33,330 -1,110	-3%	-$73.1K	0.6%	50
2025 Q1	$2.13M	Buy	34,440 +2,292	+7%	+$155K	0.55%	58
2024 Q4	$2.2M	Buy	32,148 +1,302	+4%	+$87.5K	0.56%	56
2024 Q3	$1.97M	Sell	30,846 -144	-0.5%	-$8.93K	0.51%	59
2024 Q2	$1.93M	Sell	30,990 -480	-2%	-$28K	0.55%	62
2024 Q1	$1.81M	Sell	31,470 -552	-2%	-$30.4K	0.51%	63
2023 Q4	$1.66M	Sell	32,022 -2,028	-6%	-$97.9K	0.52%	62
2023 Q3	$1.55M	Sell	34,050 -1,536	-4%	-$72.5K	0.55%	59
2023 Q2	$1.68M	Buy	35,586 +1,590	+5%	+$69K	0.58%	57
2023 Q1	$1.41M	Sell	33,996 -1,176	-3%	-$45.7K	0.51%	62
2022 Q4	$1.25M	Buy	35,172 +5,784	+20%	+$213K	0.46%	70
2022 Q3	$1.05M	Buy	29,388 +4,008	+16%	+$161K	0.43%	70
2022 Q2	$943K	Sell	25,380 -108	-0.4%	-$4.44K	0.37%	81
2022 Q1	$1.22M	Sell	25,488 -354	-1%	-$16.7K	0.41%	75
2021 Q4	$1.38M	Sell	25,842 -1,890	-7%	-$98.5K	0.43%	76
2021 Q3	$1.34M	Buy	27,732 +7,596	+38%	+$378K	0.46%	72
2021 Q2	$963K	Sell	20,136 -456	-2%	-$20.7K	0.33%	95
2021 Q1	$882K	Sell	20,592 -864	-4%	-$37K	0.32%	98
2020 Q4	$906K	Sell	21,456 -528	-2%	-$21.1K	0.36%	89
2020 Q3	$834K	Sell	21,984 -732	-3%	-$27K	0.38%	86
2020 Q2	$765K	Sell	22,716 -3,102	-12%	-$95.4K	0.37%	85
2020 Q1	$674K	Sell	25,818 -612	-2%	-$18.3K	0.39%	81
2019 Q4	$802K	Buy	26,430 +222	+0.8%	+$6.41K	0.35%	83
2019 Q3	$726K	Buy	26,208 +204	+0.8%	+$5.66K	0.35%	84
2019 Q2	$719K	Buy	26,004 +1,404	+6%	+$37.5K	0.37%	80
2019 Q1	$641K	Buy	24,600 +576	+2%	+$14.2K	0.34%	85
2018 Q4	$538K	Sell	24,024 -2,070	-8%	-$50.1K	0.32%	88
2018 Q3	$700K	Sell	26,094 -90	-0.3%	-$2.35K	0.37%	79
2018 Q2	$654K	Buy	26,184 +864	+3%	+$21.2K	0.37%	78
2018 Q1	$599K	Buy	25,320 +3,960	+19%	+$96.5K	0.34%	82
2017 Q4	$501K	Buy	21,360 +1,188	+6%	+$27.3K	0.29%	95
2017 Q3	$446K	Buy	20,172 +3,690	+22%	+$80.2K	0.27%	92
2017 Q2	$349K	Buy	16,482 +2,856	+21%	+$59.8K	0.23%	101
2017 Q1	$276K	Buy	+13,626	New	+$269K	0.18%	110

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

Triangle Securities Wealth Management's VUG Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q2 2026, buying an estimated $310K and bringing the position to 40,090 shares worth $3.45M. The position accounts for 0.69% of the portfolio, ranked #45.

Triangle Securities Wealth Management first reported a position in VUG in Q1 2017 and has held it in 38 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Triangle Securities Wealth Management held 40,090 shares of Vanguard Morningstar Growth ETF worth $3.45M as of Q2 2026.
Triangle Securities Wealth Management bought 3,682 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $310K.
Vanguard Morningstar Growth ETF made up 0.69% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #45 holding.
Triangle Securities Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 38 quarters since.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.