Wealth Management Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealth Management Strategies’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	$50.1M	Buy	581,578 +30,724	+6%	+$2.59M	19.58%	2
2026 Q1	$40.1M	Buy	550,854 +26,064	+5%	+$2.03M	18.14%	2
2025 Q4	$42.7M	Buy	524,790 +29,700	+6%	+$2.41M	19.65%	1
2025 Q3	$39.6M	Buy	495,090 +26,694	+6%	+$2.04M	19.6%	1
2025 Q2	$34.2M	Buy	468,396 +59,790	+15%	+$3.94M	18.39%	1
2025 Q1	$25.3M	Buy	408,606 +49,848	+14%	+$3.36M	16.89%	1
2024 Q4	$24.5M	Buy	+358,758	New	+$24.1M	18.77%	1

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 Management Strategies's VUG Position: Q2 2026 in Review

Wealth Management Strategies increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.6% in Q2 2026, buying an estimated $2.59M and bringing the position to 581,578 shares worth $50.1M. The position accounts for 19.58% of the portfolio, ranked #2.

Wealth Management Strategies first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wealth Management Strategies held 581,578 shares of Vanguard Morningstar Growth ETF worth $50.1M as of Q2 2026.
Wealth Management Strategies bought 30,724 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.59M.
Vanguard Morningstar Growth ETF made up 19.58% of Wealth Management Strategies's portfolio in Q2 2026, its #2 holding.
Wealth Management Strategies first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.