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WBH Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

WBH 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 		$5.35M Buy
62,074
+3,670
+6% +$309K 0.36% 55
2026
Q1 		$4.3M Sell
58,404
-5,160
-8% -$401K 0.32% 64
2025
Q4 		$5.17M Buy
63,564
+5,370
+9% +$436K 0.38% 54
2025
Q3 		$4.65M Buy
58,194
+1,272
+2% +$97.2K 0.36% 57
2025
Q2 		$4.16M Buy
56,922
+20,916
+58% +$1.38M 0.35% 59
2025
Q1 		$2.23M Sell
36,006
-4,608
-11% -$311K 0.21% 86
2024
Q4 		$2.78M Buy
40,614
+22,266
+121% +$1.5M 0.26% 73
2024
Q3 		$1.17M Sell
18,348
-708
-4% -$43.9K 0.11% 137
2024
Q2 		$1.19M Buy
19,056
+1,440
+8% +$84K 0.12% 131
2024
Q1 		$1.01M Hold
17,616
– – 0.1% 148
2023
Q4 		$913K Buy
17,616
+498
+3% +$24K 0.1% 157
2023
Q3 		$777K Buy
17,118
+1,056
+7% +$49.9K 0.1% 157
2023
Q2 		$757K Buy
16,062
+3,132
+24% +$136K 0.09% 165
2023
Q1 		$538K Buy
+12,930
New +$503K 0.07% 200
2022
Q3 		$314K Hold
8,796
– – 0.05% 234
2022
Q2 		$338K Sell
8,796
-858
-9% -$35.2K 0.05% 238
2022
Q1 		$422K Sell
9,654
-4,608
-32% -$218K 0.05% 221
2021
Q4 		$763K Buy
14,262
+1,584
+12% +$82.5K 0.09% 178
2021
Q3 		$613K Hold
12,678
– – 0.08% 186
2021
Q2 		$633K Buy
12,678
+900
+8% +$40.9K 0.09% 158
2021
Q1 		$505K Buy
11,778
+66
+0.6% +$2.82K 0.08% 175
2020
Q4 		$505K Buy
11,712
+1,608
+16% +$64.2K 0.09% 170
2020
Q3 		$383K Buy
10,104
+690
+7% +$25.5K 0.08% 182
2020
Q2 		$317K Buy
9,414
+12
+0.1% +$369 0.08% 192
2020
Q1 		$245K Buy
9,402
+18
+0.2% +$539 0.06% 199
2019
Q4 		$285K Buy
+9,384
New +$271K 0.06% 209

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

WBH Advisory's VUG Position: Q2 2026 in Review

WBH Advisory increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.3% in Q2 2026, buying an estimated $309K and bringing the position to 62,074 shares worth $5.35M. The position accounts for 0.36% of the portfolio, ranked #55.

WBH Advisory first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • WBH Advisory held 62,074 shares of Vanguard Morningstar Growth ETF worth $5.35M as of Q2 2026.
  • WBH Advisory bought 3,670 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $309K.
  • Vanguard Morningstar Growth ETF made up 0.36% of WBH Advisory's portfolio in Q2 2026, its #55 holding.
  • WBH Advisory first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.