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Vise Technologies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vise Technologies’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 		$77.2M Buy
895,910
+180,014
+25% +$15.1M 0.87% 19
2026
Q1 		$58.2M Hold
715,896
– – 1.14% 14
2025
Q4 		$58.2M Buy
715,896
+467,640
+188% +$38M 1.14% 14
2025
Q3 		$19.8M Buy
248,256
+178,638
+257% +$13.7M 0.74% 26
2025
Q2 		$5.09M Buy
+69,618
New +$4.58M 0.21% 104
2024
Q4 		$2.84M Sell
41,466
-642
-2% -$43.1K 0.24% 83
2024
Q3 		$2.69M Buy
42,108
+1,686
+4% +$105K 0.34% 63
2024
Q2 		$2.52M Sell
40,422
-3,126
-7% -$182K 0.44% 52
2024
Q1 		$2.5M Buy
43,548
+390
+0.9% +$21.4K 0.49% 46
2023
Q4 		$2.24M Buy
43,158
+31,488
+270% +$1.52M 0.48% 52
2023
Q3 		$530K Buy
+11,670
New +$551K 0.13% 166

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

Vise Technologies's VUG Position: Q2 2026 in Review

Vise Technologies increased its Vanguard Morningstar Growth ETF (VUG) stake by 25% in Q2 2026, buying an estimated $15.1M and bringing the position to 895,910 shares worth $77.2M. The position accounts for 0.87% of the portfolio, ranked #19.

Vise Technologies first reported a position in VUG in Q3 2023 and has held it in 11 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Vise Technologies held 895,910 shares of Vanguard Morningstar Growth ETF worth $77.2M as of Q2 2026.
  • Vise Technologies bought 180,014 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $15.1M.
  • Vanguard Morningstar Growth ETF made up 0.87% of Vise Technologies's portfolio in Q2 2026, its #19 holding.
  • Vise Technologies first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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