Wagner Wealth Management (South Carolina)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wagner Wealth Management (South Carolina)’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	$686K	Buy	7,967 +3,551	+80%	+$299K	0.13%	78
2026 Q1	$321K	Hold	4,416	–	–	0.06%	105
2025 Q4	$359K	Hold	4,416	–	–	0.08%	95
2025 Q3	$353K	Hold	4,416	–	–	0.08%	86
2025 Q2	$323K	Buy	+4,416	New	+$291K	0.07%	95
2025 Q1	–	Sell	-978	Closed	-$66.9K	–	252
2024 Q4	$66.9K	Buy	+978	New	+$65.7K	0.02%	142

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

Wagner Wealth Management (South Carolina)'s VUG Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Vanguard Morningstar Growth ETF (VUG) stake by 80% in Q2 2026, buying an estimated $299K and bringing the position to 7,967 shares worth $686K. The position accounts for 0.13% of the portfolio, ranked #78.

Wagner Wealth Management (South Carolina) first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wagner Wealth Management (South Carolina) held 7,967 shares of Vanguard Morningstar Growth ETF worth $686K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 3,551 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $299K.
Vanguard Morningstar Growth ETF made up 0.13% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #78 holding.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.