UWM
VUG icon

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

Urban 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 		$274K Hold
3,186
– – 0.24% 89
2026
Q1 		$232K Hold
3,186
– – 0.24% 85
2025
Q4 		$259K Buy
+3,186
New +$259K 0.24% 80
2020
Q4 		$401K Buy
+9,504
New +$379K 0.33% 70

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Urban Wealth Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,186 shares worth $274K. The position accounts for 0.24% of the portfolio, ranked #89.

Urban Wealth Management first reported a position in VUG in Q4 2020 and has held it in 4 quarters since. The position peaked at $401K in Q4 2020. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Urban Wealth Management held 3,186 shares of Vanguard Morningstar Growth ETF worth $274K as of Q2 2026.
  • Urban Wealth Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.24% of Urban Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Urban Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 4 quarters since.
  • Urban Wealth Management's Vanguard Morningstar Growth ETF position peaked at $401K in Q4 2020.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.