tru Independence’s Vanguard Morningstar Growth ETF VUG Stock Holding History

tru Independence’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	$507K	Buy	5,891 +5	+0.1%	+$421	0.22%	52
2026 Q1	$429K	Buy	5,886 +126	+2%	+$9.8K	0.21%	56
2025 Q4	$469K	Sell	5,760 -6	-0.1%	-$487	0.12%	87
2025 Q3	$461K	Sell	5,766 -12	-0.2%	-$917	0.12%	90
2025 Q2	$422K	Buy	5,778 +240	+4%	+$15.8K	0.12%	87
2025 Q1	$342K	Buy	5,538 +6	+0.1%	+$405	0.11%	93
2024 Q4	$378K	Buy	5,532 +6	+0.1%	+$403	0.12%	85
2024 Q3	$354K	Buy	5,526 +48	+0.9%	+$2.98K	0.1%	90
2024 Q2	$341K	Sell	5,478 -780	-12%	-$45.5K	0.1%	90
2024 Q1	$359K	Buy	6,258 +6	+0.1%	+$330	0.11%	91
2023 Q4	$324K	Sell	6,252 -546	-8%	-$26.4K	0.1%	94
2023 Q3	$308K	Buy	6,798 +12	+0.2%	+$567	0.11%	99
2023 Q2	$320K	Buy	6,786 +6	+0.1%	+$260	0.11%	99
2023 Q1	$282K	Sell	6,780 -78	-1%	-$3.03K	0.09%	103
2022 Q4	$244K	Sell	6,858 -180	-3%	-$6.62K	0.08%	101
2022 Q3	$251K	Buy	7,038 +12	+0.2%	+$482	0.09%	102
2022 Q2	$261K	Buy	7,026 +168	+2%	+$6.9K	0.08%	111
2022 Q1	$329K	Buy	6,858 +6	+0.1%	+$284	0.09%	120
2021 Q4	$367K	Sell	6,852 -36	-0.5%	-$1.88K	0.1%	114
2021 Q3	$333K	Buy	+6,888	New	+$343K	0.09%	116
2021 Q2	–	Sell	-110,412	Closed	-$4.73M	–	399
2021 Q1	$4.73M	Buy	+110,412	New	+$4.72M	0.9%	48
2020 Q1	–	Sell	-12,912	Closed	-$337K	–	933
2019 Q4	$337K	Buy	+12,912	New	+$373K	0.05%	202

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

tru Independence's VUG Position: Q2 2026 in Review

tru Independence increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.08% in Q2 2026, buying an estimated $421 and bringing the position to 5,891 shares worth $507K. The position accounts for 0.22% of the portfolio, ranked #52.

tru Independence first reported a position in VUG in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.73M in Q1 2021. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

tru Independence held 5,891 shares of Vanguard Morningstar Growth ETF worth $507K as of Q2 2026.
tru Independence bought 5 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $421.
Vanguard Morningstar Growth ETF made up 0.22% of tru Independence's portfolio in Q2 2026, its #52 holding.
tru Independence first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 22 quarters since.
tru Independence's Vanguard Morningstar Growth ETF position peaked at $4.73M in Q1 2021.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.