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Wealth Dimensions Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealth Dimensions Group’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 		$1.13M Sell
13,146
-66
-0.5% -$5.55K 0.2% 62
2026
Q1 		$962K Sell
13,212
-330
-2% -$25.7K 0.19% 65
2025
Q4 		$1.1M Sell
13,542
-84
-0.6% -$6.82K 0.22% 58
2025
Q3 		$1.09M Sell
13,626
-108
-0.8% -$8.25K 0.22% 62
2025
Q2 		$1M Buy
13,734
+834
+6% +$54.9K 0.22% 62
2025
Q1 		$797K Buy
12,900
+384
+3% +$25.9K 0.19% 65
2024
Q4 		$856K Sell
12,516
-660
-5% -$44.3K 0.21% 62
2024
Q3 		$843K Sell
13,176
-90
-0.7% -$5.58K 0.21% 58
2024
Q2 		$834K Buy
13,266
+552
+4% +$32.2K 0.24% 50
2024
Q1 		$729K Buy
12,714
+24
+0.2% +$1.32K 0.22% 60
2023
Q4 		$657K Sell
12,690
-312
-2% -$15.1K 0.21% 61
2023
Q3 		$590K Buy
13,002
+576
+5% +$27.2K 0.21% 69
2023
Q2 		$586K Hold
12,426
– – 0.21% 66
2023
Q1 		$517K Buy
12,426
+1,062
+9% +$41.3K 0.2% 70
2022
Q4 		$404K Sell
11,364
-360
-3% -$13.2K 0.16% 85
2022
Q3 		$418K Sell
11,724
-2,040
-15% -$82K 0.21% 69
2022
Q2 		$511K Sell
13,764
-42
-0.3% -$1.73K 0.24% 59
2022
Q1 		$662K Buy
13,806
+2,442
+21% +$116K 0.31% 55
2021
Q4 		$608K Hold
11,364
– – 0.3% 58
2021
Q3 		$549K Sell
11,364
-78
-0.7% -$3.88K 0.35% 57
2021
Q2 		$547K Sell
11,442
-456
-4% -$20.7K 0.37% 53
2021
Q1 		$510K Buy
11,898
+600
+5% +$25.7K 0.4% 55
2020
Q4 		$477K Buy
+11,298
New +$451K 0.41% 48

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

Wealth Dimensions Group's VUG Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.5% in Q2 2026, selling an estimated $5.55K and leaving 13,146 shares worth $1.13M. The position accounts for 0.2% of the portfolio, ranked #62.

Wealth Dimensions Group first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wealth Dimensions Group held 13,146 shares of Vanguard Morningstar Growth ETF worth $1.13M as of Q2 2026.
  • Wealth Dimensions Group sold 66 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.55K.
  • Vanguard Morningstar Growth ETF made up 0.2% of Wealth Dimensions Group's portfolio in Q2 2026, its #62 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.