Vermillion Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vermillion Wealth 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	$394K	Sell	4,569 -21	-0.5%	-$1.77K	0.09%	96
2026 Q1	$334K	Buy	4,590 +138	+3%	+$10.7K	0.13%	68
2025 Q4	$362K	Buy	4,452 +6	+0.1%	+$487	0.15%	64
2025 Q3	$355K	Buy	4,446 +24	+0.5%	+$1.83K	0.1%	101
2025 Q2	$323K	Buy	4,422 +12	+0.3%	+$790	0.15%	62
2025 Q1	$273K	Buy	4,410 +6	+0.1%	+$405	0.08%	124
2024 Q4	$301K	Buy	+4,404	New	+$296K	0.15%	65

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

Vermillion Wealth Management's VUG Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.46% in Q2 2026, selling an estimated $1.77K and leaving 4,569 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #96.

Vermillion Wealth Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Vermillion Wealth Management held 4,569 shares of Vanguard Morningstar Growth ETF worth $394K as of Q2 2026.
Vermillion Wealth Management sold 21 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.77K.
Vanguard Morningstar Growth ETF made up 0.09% of Vermillion Wealth Management's portfolio in Q2 2026, its #96 holding.
Vermillion Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.