VSM Wealth Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

VSM Wealth Advisory’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	$13.6M	Buy	158,390 +7,304	+5%	+$615K	3.62%	8
2026 Q1	$11M	Buy	151,086 +15,858	+12%	+$1.23M	3.28%	11
2025 Q4	$11M	Buy	135,228 +3,300	+3%	+$268K	3.3%	10
2025 Q3	$10.5M	Buy	131,928 +19,788	+18%	+$1.51M	3.28%	11
2025 Q2	$8.19M	Buy	112,140 +15,858	+16%	+$1.04M	2.71%	11
2025 Q1	$5.95M	Buy	96,282 +25,386	+36%	+$1.71M	2.14%	17
2024 Q4	$4.85M	Buy	+70,896	New	+$4.76M	1.73%	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

VSM Wealth Advisory's VUG Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.8% in Q2 2026, buying an estimated $615K and bringing the position to 158,390 shares worth $13.6M. The position accounts for 3.62% of the portfolio, ranked #8.

VSM Wealth Advisory first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

VSM Wealth Advisory held 158,390 shares of Vanguard Morningstar Growth ETF worth $13.6M as of Q2 2026.
VSM Wealth Advisory bought 7,304 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $615K.
Vanguard Morningstar Growth ETF made up 3.62% of VSM Wealth Advisory's portfolio in Q2 2026, its #8 holding.
VSM Wealth Advisory first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.