WE
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Wealth Effects’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealth Effects’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 		$2.91M Buy
33,810
+1,092
+3% +$91.9K 0.79% 23
2026
Q1 		$2.38M Hold
32,718
– – 0.84% 24
2025
Q4 		$2.66M Sell
32,718
-2,412
-7% -$196K 0.83% 19
2025
Q3 		$2.81M Buy
35,130
+12
+0% +$917 0.9% 19
2025
Q2 		$2.57M Sell
35,118
-864
-2% -$56.9K 0.96% 17
2025
Q1 		$2.22M Buy
35,982
+234
+0.7% +$15.8K 0.93% 20
2024
Q4 		$2.45M Buy
35,748
+60
+0.2% +$4.03K 0.87% 20
2024
Q3 		$2.28M Buy
35,688
+294
+0.8% +$18.2K 0.8% 22
2024
Q2 		$2.21M Buy
35,394
+1,074
+3% +$62.6K 0.8% 22
2024
Q1 		$1.97M Buy
34,320
+744
+2% +$40.9K 0.73% 24
2023
Q4 		$1.74M Buy
33,576
+240
+0.7% +$11.6K 0.65% 27
2023
Q3 		$1.51M Buy
33,336
+792
+2% +$37.4K 0.75% 27
2023
Q2 		$1.53M Buy
32,544
+1,314
+4% +$57K 0.68% 30
2023
Q1 		$1.3M Hold
31,230
– – 0.66% 36
2022
Q4 		$1.11M Buy
+31,230
New +$1.15M 0.63% 35

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 Effects's VUG Position: Q2 2026 in Review

Wealth Effects increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.3% in Q2 2026, buying an estimated $91.9K and bringing the position to 33,810 shares worth $2.91M. The position accounts for 0.79% of the portfolio, ranked #23.

Wealth Effects first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wealth Effects held 33,810 shares of Vanguard Morningstar Growth ETF worth $2.91M as of Q2 2026.
  • Wealth Effects bought 1,092 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $91.9K.
  • Vanguard Morningstar Growth ETF made up 0.79% of Wealth Effects's portfolio in Q2 2026, its #23 holding.
  • Wealth Effects first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.