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Vision Retirement’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vision Retirement’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 		$2.1M Sell
24,421
-689
-3% -$58K 0.51% 36
2026
Q1 		$1.83M Buy
25,110
+21,930
+690% +$1.71M 0.52% 36
2025
Q4 		$259K Buy
+3,180
New +$258K 0.07% 111

Other funds holding VUG

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vision Retirement's VUG Position: Q2 2026 in Review

Vision Retirement reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.7% in Q2 2026, selling an estimated $58K and leaving 24,421 shares worth $2.1M. The position accounts for 0.51% of the portfolio, ranked #36.

Vision Retirement first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,797 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Vision Retirement held 24,421 shares of Vanguard Morningstar Growth ETF worth $2.1M as of Q2 2026.
  • Vision Retirement sold 689 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $58K.
  • Vanguard Morningstar Growth ETF made up 0.51% of Vision Retirement's portfolio in Q2 2026, its #36 holding.
  • Vision Retirement first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.