Verde Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Verde Capital 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	$1.08M	Buy	12,543 +4,431	+55%	+$373K	0.2%	51
2026 Q1	$591K	Buy	8,112 +2,166	+36%	+$169K	0.13%	51
2025 Q4	$483K	Sell	5,946 -36	-0.6%	-$2.92K	0.1%	55
2025 Q3	$478K	Sell	5,982 -210	-3%	-$16K	0.11%	52
2025 Q2	$452K	Buy	6,192 +936	+18%	+$61.6K	0.11%	51
2025 Q1	$325K	Hold	5,256	–	–	0.09%	55
2024 Q4	$360K	Buy	+5,256	New	+$353K	0.1%	54

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 22.9% 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

Verde Capital Management's VUG Position: Q2 2026 in Review

Verde Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 55% in Q2 2026, buying an estimated $373K and bringing the position to 12,543 shares worth $1.08M. The position accounts for 0.2% of the portfolio, ranked #51.

Verde Capital Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Verde Capital Management held 12,543 shares of Vanguard Morningstar Growth ETF worth $1.08M as of Q2 2026.
Verde Capital Management bought 4,431 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $373K.
Vanguard Morningstar Growth ETF made up 0.2% of Verde Capital Management's portfolio in Q2 2026, its #51 holding.
Verde Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Verde Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.