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Virginia Estate & Retirement Planning Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$191K Buy
+2,222
New +$187K 0.23% 22

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

Virginia Estate & Retirement Planning Advisors's VUG Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,222 shares worth $191K. The stake represents 0.23% of the portfolio and ranks #22 among its holdings.

2,859 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 2,222 shares of Vanguard Morningstar Growth ETF worth $191K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.23% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #22 holding.
  • 2,859 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.