Wealth Preservation Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealth Preservation Advisors’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	$3.88M	Buy	45,041 +19,733	+78%	+$1.66M	2.21%	8
2026 Q1	$1.84M	Sell	25,308 -9,036	-26%	-$703K	1.53%	11
2025 Q4	$2.79M	Sell	34,344 -1,194	-3%	-$96.9K	1.41%	12
2025 Q3	$2.84M	Buy	35,538 +864	+2%	+$66K	1.65%	10
2025 Q2	$2.53M	Sell	34,674 -336	-1%	-$22.1K	1.56%	11
2025 Q1	$2.16M	Buy	+35,010	New	+$2.36M	1.55%	10

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 Preservation Advisors's VUG Position: Q2 2026 in Review

Wealth Preservation Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 78% in Q2 2026, buying an estimated $1.66M and bringing the position to 45,041 shares worth $3.88M. The position accounts for 2.21% of the portfolio, ranked #8.

Wealth Preservation Advisors first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wealth Preservation Advisors held 45,041 shares of Vanguard Morningstar Growth ETF worth $3.88M as of Q2 2026.
Wealth Preservation Advisors bought 19,733 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.66M.
Vanguard Morningstar Growth ETF made up 2.21% of Wealth Preservation Advisors's portfolio in Q2 2026, its #8 holding.
Wealth Preservation Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.