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United Financial Planning Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

United Financial Planning Group’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 		$33.2M Buy
385,232
+9,338
+2% +$786K 16.87% 2
2026
Q1 		$27.4M Buy
375,894
+26,742
+8% +$2.08M 16.18% 3
2025
Q4 		$28.4M Sell
349,152
-18,210
-5% -$1.48M 17.22% 2
2025
Q3 		$29.4M Buy
+367,362
New +$28.1M 18.48% 2

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

United Financial Planning Group's VUG Position: Q2 2026 in Review

United Financial Planning Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, buying an estimated $786K and bringing the position to 385,232 shares worth $33.2M. The position accounts for 16.87% of the portfolio, ranked #2.

United Financial Planning Group first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • United Financial Planning Group held 385,232 shares of Vanguard Morningstar Growth ETF worth $33.2M as of Q2 2026.
  • United Financial Planning Group bought 9,338 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $786K.
  • Vanguard Morningstar Growth ETF made up 16.87% of United Financial Planning Group's portfolio in Q2 2026, its #2 holding.
  • United Financial Planning Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.