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

Veridan 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 		$4.58M Sell
53,174
-1,960
-4% -$165K 1.56% 18
2026
Q1 		$4.01M Sell
55,134
-1,314
-2% -$102K 1.48% 21
2025
Q4 		$4.59M Buy
56,448
+108
+0.2% +$8.77K 1.54% 16
2025
Q3 		$4.5M Buy
+56,340
New +$4.31M 1.55% 16
2025
Q1 		$3.89M Buy
62,916
+2,688
+4% +$181K 1.76% 17
2024
Q4 		$4.16M Buy
+60,228
New +$4.05M 1.95% 17
2024
Q2 		$4.15M Buy
+56,760
New +$3.31M 1.66% 16

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

Veridan Wealth's VUG Position: Q2 2026 in Review

Veridan Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.6% in Q2 2026, selling an estimated $165K and leaving 53,174 shares worth $4.58M. The position accounts for 1.56% of the portfolio, ranked #18.

Veridan Wealth first reported a position in VUG in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.59M in Q4 2025. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Veridan Wealth held 53,174 shares of Vanguard Morningstar Growth ETF worth $4.58M as of Q2 2026.
  • Veridan Wealth sold 1,960 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $165K.
  • Vanguard Morningstar Growth ETF made up 1.56% of Veridan Wealth's portfolio in Q2 2026, its #18 holding.
  • Veridan Wealth first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • Veridan Wealth's Vanguard Morningstar Growth ETF position peaked at $4.59M in Q4 2025.
  • 2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.