Voisard Asset Management Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Voisard Asset Management Group’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	$932K	Sell	10,820 -160	-1%	-$13.5K	0.18%	47
2026 Q1	$799K	Buy	10,980 +738	+7%	+$57.4K	0.17%	48
2025 Q4	$833K	Sell	10,242 -78	-0.8%	-$6.33K	0.18%	44
2025 Q3	$825K	Sell	10,320 -738	-7%	-$56.4K	0.19%	41
2025 Q2	$808K	Buy	11,058 +618	+6%	+$40.7K	0.21%	42
2025 Q1	$645K	Sell	10,440 -7,500	-42%	-$506K	0.19%	44
2024 Q4	$1.23M	Sell	17,940 -5,112	-22%	-$343K	0.41%	28
2024 Q3	$1.48M	Buy	+23,052	New	+$1.43M	0.61%	17

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

Voisard Asset Management Group's VUG Position: Q2 2026 in Review

Voisard Asset Management Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q2 2026, selling an estimated $13.5K and leaving 10,820 shares worth $932K. The position accounts for 0.18% of the portfolio, ranked #47.

Voisard Asset Management Group first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q3 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Voisard Asset Management Group held 10,820 shares of Vanguard Morningstar Growth ETF worth $932K as of Q2 2026.
Voisard Asset Management Group sold 160 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $13.5K.
Vanguard Morningstar Growth ETF made up 0.18% of Voisard Asset Management Group's portfolio in Q2 2026, its #47 holding.
Voisard Asset Management Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
Voisard Asset Management Group's Vanguard Morningstar Growth ETF position peaked at $1.48M in Q3 2024.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.