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Wealth Quarterback’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealth Quarterback’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 		$392K Buy
4,545
+327
+8% +$27.5K 0.12% 109
2026
Q1 		$307K Sell
4,218
-36
-0.8% -$2.8K 0.12% 124
2025
Q4 		$346K Buy
4,254
+6
+0.1% +$487 0.12% 114
2025
Q3 		$339K Sell
4,248
-420
-9% -$32.1K 0.13% 116
2025
Q2 		$341K Hold
4,668
– – 0.16% 103
2025
Q1 		$288K Sell
4,668
-354
-7% -$23.9K 0.16% 101
2024
Q4 		$343K Buy
5,022
+6
+0.1% +$403 0.16% 86
2024
Q3 		$321K Sell
5,016
-720
-13% -$44.6K 0.17% 91
2024
Q2 		$357K Buy
5,736
+306
+6% +$17.8K 0.2% 80
2024
Q1 		$311K Sell
5,430
-150
-3% -$8.25K 0.17% 89
2023
Q4 		$289K Buy
5,580
+702
+14% +$33.9K 0.18% 93
2023
Q3 		$221K Sell
4,878
-516
-10% -$24.4K 0.19% 95
2023
Q2 		$254K Buy
5,394
+276
+5% +$12K 0.18% 93
2023
Q1 		$213K Buy
+5,118
New +$199K 0.18% 103
2021
Q3 		$283K Sell
5,838
-960
-14% -$47.8K 0.19% 91
2021
Q2 		$325K Buy
+6,798
New +$309K 0.2% 84
2020
Q4 		$401K Buy
9,504
+2,364
+33% +$94.4K 0.33% 70
2020
Q3 		$240K Hold
7,140
– – 0.22% 97
2020
Q2 		$240K Buy
7,140
+1,134
+19% +$34.9K 0.22% 97
2020
Q1 		$157K Sell
6,006
-2,904
-33% -$87K 0.14% 121
2019
Q4 		$271K Buy
+8,910
New +$257K 0.24% 92

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 Quarterback's VUG Position: Q2 2026 in Review

Wealth Quarterback increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.8% in Q2 2026, buying an estimated $27.5K and bringing the position to 4,545 shares worth $392K. The position accounts for 0.12% of the portfolio, ranked #109.

Wealth Quarterback first reported a position in VUG in Q4 2019 and has held it in 21 quarters since. The position peaked at $401K in Q4 2020. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wealth Quarterback held 4,545 shares of Vanguard Morningstar Growth ETF worth $392K as of Q2 2026.
  • Wealth Quarterback bought 327 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $27.5K.
  • Vanguard Morningstar Growth ETF made up 0.12% of Wealth Quarterback's portfolio in Q2 2026, its #109 holding.
  • Wealth Quarterback first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 21 quarters since.
  • Wealth Quarterback's Vanguard Morningstar Growth ETF position peaked at $401K in Q4 2020.
  • 2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.