Valtinson Bruner Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Valtinson Bruner Financial Planning’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	$896K	Buy	10,406 +404	+4%	+$34K	0.22%	60
2026 Q1	$728K	Sell	10,002 -36	-0.4%	-$2.8K	0.2%	61
2025 Q4	$816K	Sell	10,038 -324	-3%	-$26.3K	0.23%	61
2025 Q3	$828K	Hold	10,362	–	–	0.25%	59
2025 Q2	$757K	Buy	10,362 +180	+2%	+$11.9K	0.24%	58
2025 Q1	$629K	Buy	10,182 +354	+4%	+$23.9K	0.21%	60
2024 Q4	$672K	Buy	9,828 +888	+10%	+$59.7K	0.23%	67
2024 Q3	$572K	Buy	8,940 +5,340	+148%	+$331K	0.2%	81
2024 Q2	$224K	Sell	3,600 -180	-5%	-$10.5K	0.09%	115
2024 Q1	$217K	Buy	+3,780	New	+$208K	0.09%	115

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

Valtinson Bruner Financial Planning's VUG Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 4% in Q2 2026, buying an estimated $34K and bringing the position to 10,406 shares worth $896K. The position accounts for 0.22% of the portfolio, ranked #60.

Valtinson Bruner Financial Planning first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Valtinson Bruner Financial Planning held 10,406 shares of Vanguard Morningstar Growth ETF worth $896K as of Q2 2026.
Valtinson Bruner Financial Planning bought 404 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $34K.
Vanguard Morningstar Growth ETF made up 0.22% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #60 holding.
Valtinson Bruner Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.