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ViaWealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

ViaWealth’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 		$1.13M Sell
13,099
-485
-4% -$40.8K 0.57% 45
2026
Q1 		$989K Sell
13,584
-1,068
-7% -$83.1K 0.55% 55
2025
Q4 		$1.19M Sell
14,652
-606
-4% -$49.2K 0.67% 40
2025
Q3 		$1.22M Sell
15,258
-894
-6% -$68.3K 0.67% 42
2025
Q2 		$1.18M Buy
16,152
+174
+1% +$11.5K 0.7% 43
2025
Q1 		$987K Sell
15,978
-342
-2% -$23.1K 0.61% 48
2024
Q4 		$1.12M Sell
16,320
-3,090
-16% -$208K 0.67% 41
2024
Q3 		$1.24M Sell
19,410
-786
-4% -$48.7K 0.72% 38
2024
Q2 		$1.26M Sell
20,196
-918
-4% -$53.5K 0.78% 33
2024
Q1 		$1.21M Sell
21,114
-1,770
-8% -$97.3K 0.76% 35
2023
Q4 		$1.19M Buy
22,884
+528
+2% +$25.5K 0.82% 34
2023
Q3 		$1.01M Buy
22,356
+318
+1% +$15K 0.75% 37
2023
Q2 		$1.04M Sell
22,038
-504
-2% -$21.9K 0.78% 33
2023
Q1 		$937K Sell
22,542
-1,758
-7% -$68.4K 0.74% 36
2022
Q4 		$875K Buy
+24,300
New +$894K 0.72% 37

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

ViaWealth's VUG Position: Q2 2026 in Review

ViaWealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.6% in Q2 2026, selling an estimated $40.8K and leaving 13,099 shares worth $1.13M. The position accounts for 0.57% of the portfolio, ranked #45.

ViaWealth first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.26M in Q2 2024. 2,895 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • ViaWealth held 13,099 shares of Vanguard Morningstar Growth ETF worth $1.13M as of Q2 2026.
  • ViaWealth sold 485 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $40.8K.
  • Vanguard Morningstar Growth ETF made up 0.57% of ViaWealth's portfolio in Q2 2026, its #45 holding.
  • ViaWealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's Vanguard Morningstar Growth ETF position peaked at $1.26M in Q2 2024.
  • 2,895 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.