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Vance Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vance Wealth’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 		$765K Sell
8,876
-544
-6% -$45.8K 0.17% 64
2026
Q1 		$686K Buy
9,420
+804
+9% +$62.5K 0.2% 60
2025
Q4 		$700K Sell
8,616
-444
-5% -$36K 0.21% 62
2025
Q3 		$725K Sell
9,060
-54
-0.6% -$4.13K 0.22% 60
2025
Q2 		$666K Buy
9,114
+456
+5% +$30K 0.22% 63
2025
Q1 		$535K Sell
8,658
-360
-4% -$24.3K 0.2% 62
2024
Q4 		$617K Sell
9,018
-18
-0.2% -$1.21K 0.24% 55
2024
Q3 		$578K Buy
9,036
+120
+1% +$7.44K 0.22% 56
2024
Q2 		$556K Buy
8,916
+12
+0.1% +$700 0.23% 55
2024
Q1 		$511K Buy
8,904
+2,010
+29% +$111K 0.2% 52
2023
Q4 		$357K Hold
6,894
– – 0.16% 59
2023
Q3 		$313K Buy
6,894
+432
+7% +$20.4K 0.15% 62
2023
Q2 		$305K Buy
+6,462
New +$280K 0.14% 63
2022
Q1 		– Sell
-4,464
Closed -$239K – 69
2021
Q4 		$239K Buy
+4,464
New +$233K 0.23% 53

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

Vance Wealth's VUG Position: Q2 2026 in Review

Vance Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.8% in Q2 2026, selling an estimated $45.8K and leaving 8,876 shares worth $765K. The position accounts for 0.17% of the portfolio, ranked #64.

Vance Wealth first reported a position in VUG in Q4 2021 and has held it in 14 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Vance Wealth held 8,876 shares of Vanguard Morningstar Growth ETF worth $765K as of Q2 2026.
  • Vance Wealth sold 544 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $45.8K.
  • Vanguard Morningstar Growth ETF made up 0.17% of Vance Wealth's portfolio in Q2 2026, its #64 holding.
  • Vance Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.