Warther Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Warther Private Wealth’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 Q1	$547K	Buy	+7,512	New	+$584K	0.13%	34

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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 $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Warther Private Wealth's VUG Position: Q1 2026 in Review

Warther Private Wealth opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q1 2026: 7,512 shares worth $547K. The stake represents 0.13% of the portfolio and ranks #34 among its holdings.

2,729 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Warther Private Wealth held 7,512 shares of Vanguard Morningstar Growth ETF worth $547K as of Q1 2026.
Vanguard Morningstar Growth ETF was a new Warther Private Wealth position in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.13% of Warther Private Wealth's portfolio in Q1 2026, its #34 holding.
2,729 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Warther Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.