Vanguard Personalized Indexing Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vanguard Personalized Indexing 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	$2.89M	Buy	33,591 +10,035	+43%	+$844K	0.02%	516
2026 Q1	$1.71M	Buy	23,556 +780	+3%	+$60.7K	0.02%	670
2025 Q4	$1.85M	Sell	22,776 -270	-1%	-$21.9K	0.02%	639
2025 Q3	$1.84M	Buy	23,046 +588	+3%	+$44.9K	0.02%	616
2025 Q2	$1.64M	Sell	22,458 -1,500	-6%	-$98.8K	0.02%	643
2025 Q1	$1.48M	Buy	23,958 +15,066	+169%	+$1.02M	0.02%	601
2024 Q4	$608K	Buy	8,892 +1,056	+13%	+$70.9K	0.01%	1018
2024 Q3	$501K	Buy	7,836 +1,116	+17%	+$69.2K	0.01%	1094
2024 Q2	$419K	Sell	6,720 -156	-2%	-$9.1K	0.01%	1115
2024 Q1	$394K	Buy	+6,876	New	+$378K	0.01%	1136

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

Vanguard Personalized Indexing Management's VUG Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 43% in Q2 2026, buying an estimated $844K and bringing the position to 33,591 shares worth $2.89M. The position accounts for 0.02% of the portfolio, ranked #516.

Vanguard Personalized Indexing Management first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Vanguard Personalized Indexing Management held 33,591 shares of Vanguard Morningstar Growth ETF worth $2.89M as of Q2 2026.
Vanguard Personalized Indexing Management bought 10,035 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $844K.
Vanguard Morningstar Growth ETF made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #516 holding.
Vanguard Personalized Indexing Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.