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True Wealth Design’s Vanguard Morningstar Growth ETF VUG Stock Holding History

True Wealth Design’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 		$45.1K Sell
523
-161
-24% -$13.5K 0.01% 531
2026
Q1 		$49.8K Buy
684
+486
+245% +$37.8K 0.01% 406
2025
Q4 		$16.1K Buy
+198
New +$16.1K ﹤0.01% 678
2025
Q2 		– Sell
-720
Closed -$44.5K – 2841
2025
Q1 		$44.5K Buy
+720
New +$48.5K 0.02% 206

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

True Wealth Design's VUG Position: Q2 2026 in Review

True Wealth Design reduced its Vanguard Morningstar Growth ETF (VUG) stake by 24% in Q2 2026, selling an estimated $13.5K and leaving 523 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #531.

True Wealth Design first reported a position in VUG in Q1 2025 and has held it in 4 quarters since. The position peaked at $49.8K in Q1 2026. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • True Wealth Design held 523 shares of Vanguard Morningstar Growth ETF worth $45.1K as of Q2 2026.
  • True Wealth Design sold 161 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $13.5K.
  • Vanguard Morningstar Growth ETF made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #531 holding.
  • True Wealth Design first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • True Wealth Design's Vanguard Morningstar Growth ETF position peaked at $49.8K in Q1 2026.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.