Wealth Architects’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealth Architects’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	$1.24M	Buy	14,400 +42	+0.3%	+$3.53K	0.1%	96
2026 Q1	$1.05M	Buy	14,358 +558	+4%	+$43.4K	0.09%	97
2025 Q4	$1.12M	Buy	13,800 +24	+0.2%	+$1.95K	0.1%	89
2025 Q3	$1.1M	Buy	13,776 +108	+0.8%	+$8.25K	0.1%	89
2025 Q2	$999K	Sell	13,668 -5,802	-30%	-$382K	0.1%	94
2025 Q1	$1.2M	Hold	19,470	–	–	0.13%	81
2024 Q4	$1.33M	Hold	19,470	–	–	0.15%	69
2024 Q3	$1.25M	Buy	19,470 +5,952	+44%	+$369K	0.14%	70
2024 Q2	$843K	Buy	13,518 +12	+0.1%	+$700	0.1%	87
2024 Q1	$775K	Buy	13,506 +6	+0%	+$330	0.1%	91
2023 Q4	$699K	Hold	13,500	–	–	0.1%	91
2023 Q3	$613K	Hold	13,500	–	–	0.1%	92
2023 Q2	$637K	Hold	13,500	–	–	0.11%	86
2023 Q1	$561K	Hold	13,500	–	–	0.1%	91
2022 Q4	$479K	Sell	13,500 -3,852	-22%	-$142K	0.09%	102
2022 Q3	$619K	Buy	17,352 +1,878	+12%	+$75.5K	0.13%	73
2022 Q2	$575K	Hold	15,474	–	–	0.11%	85
2022 Q1	$742K	Sell	15,474 -13,470	-47%	-$637K	0.13%	73
2021 Q4	$1.55M	Buy	28,944 +42	+0.1%	+$2.19K	0.27%	41
2021 Q3	$1.4M	Buy	28,902 +798	+3%	+$39.7K	0.27%	43
2021 Q2	$1.34M	Buy	28,104 +1,884	+7%	+$85.5K	0.26%	40
2021 Q1	$1.12M	Hold	26,220	–	–	0.24%	42
2020 Q4	$1.11M	Hold	26,220	–	–	0.26%	39
2020 Q3	$995K	Sell	26,220 -2,700	-9%	-$99.7K	0.27%	37
2020 Q2	$974K	Sell	28,920 -1,080	-4%	-$33.2K	0.27%	39
2020 Q1	$783K	Hold	30,000	–	–	0.27%	40
2019 Q4	$911K	Hold	30,000	–	–	0.25%	40
2019 Q3	$831K	Hold	30,000	–	–	0.25%	40
2019 Q2	$817K	Hold	30,000	–	–	0.25%	42
2019 Q1	$782K	Hold	30,000	–	–	0.24%	42
2018 Q4	$672K	Sell	30,000 -4,650	-13%	-$113K	0.24%	44
2018 Q3	$930K	Hold	34,650	–	–	0.29%	37
2018 Q2	$865K	Sell	34,650 -12,750	-27%	-$313K	0.28%	37
2018 Q1	$1.12M	Buy	47,400 +8,490	+22%	+$207K	0.37%	29
2017 Q4	$912K	Sell	38,910 -2,100	-5%	-$48.2K	0.3%	35
2017 Q3	$907K	Hold	41,010	–	–	0.32%	34
2017 Q2	$868K	Hold	41,010	–	–	0.32%	35
2017 Q1	$832K	Hold	41,010	–	–	0.33%	34
2016 Q4	$762K	Sell	41,010 -15,486	-27%	-$286K	0.34%	38
2016 Q3	$1.06M	Hold	56,496	–	–	0.49%	27
2016 Q2	$1.01M	Hold	56,496	–	–	0.49%	27
2016 Q1	$1M	Sell	56,496 -12,918	-19%	-$217K	0.5%	28
2015 Q4	$1.23M	Sell	69,414 -17,400	-20%	-$312K	0.61%	20
2015 Q3	$1.45M	Buy	86,814 +33,600	+63%	+$596K	0.78%	18
2015 Q2	$949K	Buy	53,214 +5,508	+12%	+$100K	0.51%	25
2015 Q1	$832K	Hold	47,706	–	–	0.48%	27
2014 Q4	$830K	Buy	+47,706	New	+$811K	0.49%	27

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

Wealth Architects's VUG Position: Q2 2026 in Review

Wealth Architects increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.29% in Q2 2026, buying an estimated $3.53K and bringing the position to 14,400 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #96.

Wealth Architects first reported a position in VUG in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.55M in Q4 2021. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wealth Architects held 14,400 shares of Vanguard Morningstar Growth ETF worth $1.24M as of Q2 2026.
Wealth Architects bought 42 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.53K.
Vanguard Morningstar Growth ETF made up 0.1% of Wealth Architects's portfolio in Q2 2026, its #96 holding.
Wealth Architects first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 47 quarters since.
Wealth Architects's Vanguard Morningstar Growth ETF position peaked at $1.55M in Q4 2021.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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