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

Wealth Enhancement Trust 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 		$3.73M Buy
43,326
+1,938
+5% +$163K 0.41% 61
2026
Q1 		$3.01M Hold
41,388
– – 0.36% 63
2025
Q4 		$3.37M Buy
+41,388
New +$3.36M 0.43% 53

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wealth Enhancement Trust Services's VUG Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.7% in Q2 2026, buying an estimated $163K and bringing the position to 43,326 shares worth $3.73M. The position accounts for 0.41% of the portfolio, ranked #61.

Wealth Enhancement Trust Services first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,425 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wealth Enhancement Trust Services held 43,326 shares of Vanguard Morningstar Growth ETF worth $3.73M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 1,938 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $163K.
  • Vanguard Morningstar Growth ETF made up 0.41% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #61 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,425 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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