Wealth Enhancement Advisory Services
VUG icon

Wealth Enhancement Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealth Enhancement Advisory Services’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 		$259M Buy
2,974,350
+171,600
+6% +$14.4M 0.43% 36
2026
Q1 		$206M Sell
2,802,750
-847,764
-23% -$66M 0.42% 35
2025
Q4 		$298M Buy
3,650,514
+87,036
+2% +$7.06M 0.4% 41
2025
Q3 		$286M Sell
3,563,478
-42,546
-1% -$3.25M 0.43% 41
2025
Q2 		$266M Buy
3,606,024
+9,840
+0.3% +$648K 0.44% 38
2025
Q1 		$222M Buy
3,596,184
+366,852
+11% +$24.7M 0.43% 39
2024
Q4 		$221M Buy
3,229,332
+19,950
+0.6% +$1.34M 0.42% 44
2024
Q3 		$205M Buy
3,209,382
+34,836
+1% +$2.16M 0.44% 39
2024
Q2 		$198M Buy
3,174,546
+186,480
+6% +$10.9M 0.47% 37
2024
Q1 		$171M Sell
2,988,066
-7,056
-0.2% -$388K 0.44% 41
2023
Q4 		$155M Buy
2,995,122
+53,070
+2% +$2.56M 0.45% 41
2023
Q3 		$134M Buy
2,942,052
+2,875,140
+4,297% +$136M 0.44% 45
2023
Q2 		$3.16M Buy
66,912
+13,062
+24% +$566K 0.03% 163
2023
Q1 		$2.24M Sell
53,850
-1,220,064
-96% -$47.5M 0.03% 203
2022
Q4 		$49.1M Sell
1,273,914
-89,154
-7% -$3.28M 0.63% 32
2022
Q3 		$49.2M Buy
1,363,068
+17,850
+1% +$717K 0.7% 30
2022
Q2 		$52.6M Buy
1,345,218
+56,478
+4% +$2.32M 0.73% 29
2022
Q1 		$63.1M Buy
1,288,740
+130,938
+11% +$6.19M 0.85% 26
2021
Q4 		$55.7M Buy
1,157,802
+22,626
+2% +$1.18M 0.8% 28
2021
Q3 		$58.6M Sell
1,135,176
-35,184
-3% -$1.75M 0.86% 27
2021
Q2 		$57M Buy
1,170,360
+189,366
+19% +$8.6M 0.92% 26
2021
Q1 		$43.5M Buy
980,994
+974,736
+15,576% +$41.7M 0.79% 29
2020
Q4 		$261K Buy
6,258
+12
+0.2% +$479 0.01% 207
2020
Q3 		$251K Buy
6,246
+12
+0.2% +$443 0.01% 201
2020
Q2 		$224K Buy
+6,234
New +$192K 0.01% 204

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 Enhancement Advisory Services's VUG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.1% in Q2 2026, buying an estimated $14.4M and bringing the position to 2,974,350 shares worth $259M. The position accounts for 0.43% of the portfolio, ranked #36.

Wealth Enhancement Advisory Services first reported a position in VUG in Q2 2020 and has held it in 25 quarters since. The position peaked at $298M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,974,350 shares of Vanguard Morningstar Growth ETF worth $259M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 171,600 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $14.4M.
  • Vanguard Morningstar Growth ETF made up 0.43% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #36 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Morningstar Growth ETF position peaked at $298M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.